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 | $140,845 | $93,571+50.5% | $135,903+3.6% | $75,163+87.4% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 17.26% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,674 | $3,537-24.4% | $4,856-44.9% | $2,670+0.2% |
| Participant deferral / active EE | $6,186 | $6,404-3.4% | $7,758-20.3% | $4,125+50.0% |
| Admin fee / account holder | $1,775 | $6,975-74.6% | $10,762-83.5% | $5,651-68.6% |