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 | $127,677 | $115,882+10.2% | $100,516+27.0% | $158,922-19.7% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 21.71% | 34.79%-13.1pp | 30.89%-9.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,914 | $4,103-53.3% | $3,418-44.0% | $4,761-59.8% |
| Participant deferral / active EE | $7,198 | $6,674+7.8% | $6,270+14.8% | $5,982+20.3% |
| Admin fee / account holder | $9,386 | $10,995-14.6% | $8,081+16.1% | $11,246-16.5% |