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 | $133,344 | $101,724+31.1% | $164,813-19.1% | $80,856+64.9% |
| Participation rate | 79.2% | 71.8%+7.4pp | 78.6%+0.6pp | 67.6%+11.6pp |
| Annual return | 11.76% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,687 | $2,953-9.0% | $4,341-38.1% | $2,755-2.5% |
| Participant deferral / active EE | $4,492 | $4,477+0.3% | $6,031-25.5% | $4,296+4.6% |
| Admin fee / account holder | $4,335 | $8,227-47.3% | $12,690-65.8% | $6,918-37.3% |