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 | $134,094 | $93,571+43.3% | $135,903-1.3% | $75,163+78.4% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 41.42% | 30.90%+10.5pp | 68.23%-26.8pp | 160.62%-119.2pp |
| Employer contribution / active EE | $11,111 | $3,537+214.2% | $4,856+128.8% | $2,670+316.2% |
| Participant deferral / active EE | $6,257 | $6,404-2.3% | $7,758-19.3% | $4,125+51.7% |
| Admin fee / account holder | $382 | $6,975-94.5% | $10,762-96.4% | $5,651-93.2% |