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 | $131,475 | $125,758+4.5% | $169,993-22.7% | $75,163+74.9% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 15.48% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,876 | $4,615+5.7% | $6,785-28.1% | $2,670+82.6% |
| Participant deferral / active EE | $6,520 | $6,837-4.6% | $10,408-37.3% | $4,125+58.1% |
| Admin fee / account holder | $3,049 | $8,173-62.7% | $12,815-76.2% | $5,651-46.1% |