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 | $117,532 | $93,571+25.6% | $135,903-13.5% | $75,163+56.4% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 19.52% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,510 | $3,537-29.0% | $4,856-48.3% | $2,670-6.0% |
| Participant deferral / active EE | $5,947 | $6,404-7.1% | $7,758-23.3% | $4,125+44.2% |
| Admin fee / account holder | $2,207 | $6,975-68.4% | $10,762-79.5% | $5,651-60.9% |