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 | $135,863 | $107,934+25.9% | $91,989+47.7% | $152,861-11.1% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 16.21% | 89.24%-73.0pp | 69.02%-52.8pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,111 | $4,210-26.1% | $3,452-9.9% | $4,762-34.7% |
| Participant deferral / active EE | $7,153 | $6,364+12.4% | $5,923+20.8% | $5,850+22.3% |
| Admin fee / account holder | $8,400 | $10,520-20.2% | $7,743+8.5% | $11,596-27.6% |