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 | $133,045 | $96,484+37.9% | $75,886+75.3% | $152,861-13.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 24.73% | 33.98%-9.3pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,110 | $3,309-36.2% | $2,500-15.6% | $4,762-55.7% |
| Participant deferral / active EE | $4,221 | $4,553-7.3% | $3,603+17.2% | $5,850-27.8% |
| Admin fee / account holder | $1,536 | $8,078-81.0% | $5,418-71.7% | $11,596-86.8% |