See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,965 | $211,958-35.9% | $169,463-19.8% | $135,375+0.4% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 7.76% | 3.26%+4.5pp | 1.83%+5.9pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,565 | $5,120-69.4% | $4,159-62.4% | $4,779-67.2% |
| Participant deferral / active EE | $11,625 | $6,075+91.4% | $5,277+120.3% | $5,609+107.3% |
| Admin fee / account holder | $2,548 | $11,471-77.8% | $9,109-72.0% | $10,827-76.5% |