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 | $137,419 | $95,803+43.4% | $113,168+21.4% | $84,808+62.0% |
| Participation rate | 72.2% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+3.9pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,388 | $2,360-41.2% | $2,975-53.3% | $2,631-47.2% |
| Participant deferral / active EE | $3,726 | $4,242-12.2% | $5,107-27.0% | $4,212-11.5% |
| Admin fee / account holder | $12,633 | $8,989+40.5% | $12,068+4.7% | $7,344+72.0% |