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 | $126,577 | $93,571+35.3% | $135,903-6.9% | $75,163+68.4% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.4pp | 67.2%+13.4pp |
| Annual return | 22.78% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,053 | $3,537-13.7% | $4,856-37.1% | $2,670+14.4% |
| Participant deferral / active EE | $7,443 | $6,404+16.2% | $7,758-4.1% | $4,125+80.4% |
| Admin fee / account holder | $9,362 | $6,975+34.2% | $10,762-13.0% | $5,651+65.7% |