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 | $121,383 | $103,966+16.8% | $112,887+7.5% | $75,163+61.5% |
| Participation rate | 76.9% | 75.7%+1.2pp | 80.5%-3.6pp | 67.2%+9.7pp |
| Annual return | 17.08% | 24.54%-7.5pp | 34.10%-17.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,365 | $3,870-64.7% | $4,563-70.1% | $2,670-48.9% |
| Participant deferral / active EE | $5,543 | $5,456+1.6% | $6,513-14.9% | $4,125+34.4% |
| Admin fee / account holder | $14,362 | $7,663+87.4% | $7,047+103.8% | $5,651+154.2% |