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 | $130,334 | $72,277+80.3% | $101,248+28.7% | $79,858+63.2% |
| Participation rate | 80.9% | 68.5%+12.4pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 16.58% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,346 | $2,692-12.9% | $3,660-35.9% | $2,471-5.1% |
| Participant deferral / active EE | $4,796 | $3,282+46.2% | $4,370+9.8% | $3,740+28.2% |
| Admin fee / account holder | $5,115 | $4,400+16.2% | $5,945-14.0% | $5,306-3.6% |