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 | $137,665 | $80,968+70.0% | $96,544+42.6% | $75,163+83.2% |
| Participation rate | 78.9% | 71.8%+7.2pp | 76.0%+3.0pp | 67.2%+11.8pp |
| Annual return | 12.74% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,059 | $2,282-9.7% | $2,965-30.5% | $2,670-22.9% |
| Participant deferral / active EE | $4,796 | $3,928+22.1% | $4,851-1.1% | $4,125+16.3% |
| Admin fee / account holder | $3,916 | $6,724-41.8% | $8,252-52.5% | $5,651-30.7% |