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 | $136,989 | $162,781-15.8% | $133,956+2.3% | $158,922-13.8% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 18.34% | 41.94%-23.6pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,060 | $4,975-38.5% | $3,919-21.9% | $4,761-35.7% |
| Participant deferral / active EE | $9,041 | $5,911+53.0% | $5,048+79.1% | $5,982+51.1% |
| Admin fee / account holder | $7,195 | $11,736-38.7% | $8,927-19.4% | $11,246-36.0% |