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 | $138,295 | $99,652+38.8% | $78,778+75.6% | $147,584-6.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 10.04% | 47.28%-37.2pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,992 | $2,796-28.7% | $1,986+0.3% | $4,876-59.2% |
| Participant deferral / active EE | $6,454 | $3,664+76.2% | $2,958+118.2% | $5,439+18.7% |
| Admin fee / account holder | $1,909 | $7,155-73.3% | $5,134-62.8% | $10,885-82.5% |