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 | $140,807 | $100,773+39.7% | $88,946+58.3% | $142,382-1.1% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 20.91% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,016 | $2,918-30.9% | $2,555-21.1% | $4,299-53.1% |
| Participant deferral / active EE | $5,837 | $5,230+11.6% | $4,581+27.4% | $6,507-10.3% |
| Admin fee / account holder | $1,213 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |