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 | $136,698 | $115,770+18.1% | $101,248+35.0% | $158,922-14.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 18.74% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,249 | $4,175-22.2% | $3,660-11.2% | $4,761-31.8% |
| Participant deferral / active EE | $5,898 | $4,957+19.0% | $4,370+35.0% | $5,982-1.4% |
| Admin fee / account holder | $3,620 | $7,245-50.0% | $5,945-39.1% | $11,246-67.8% |