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 | $136,513 | $118,849+14.9% | $96,562+41.4% | $167,490-18.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 13.08% | 50.49%-37.4pp | 37.78%-24.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,040 | $3,120-34.6% | $2,356-13.4% | $4,837-57.8% |
| Participant deferral / active EE | $6,134 | $4,616+32.9% | $3,849+59.4% | $6,341-3.3% |
| Admin fee / account holder | $1,583 | $8,065-80.4% | $6,181-74.4% | $12,309-87.1% |