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 | $116,370 | $93,571+24.4% | $135,903-14.4% | $75,163+54.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 19.39% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,829 | $3,537-48.3% | $4,856-62.3% | $2,670-31.5% |
| Participant deferral / active EE | $6,108 | $6,404-4.6% | $7,758-21.3% | $4,125+48.1% |
| Admin fee / account holder | $12,022 | $6,975+72.3% | $10,762+11.7% | $5,651+112.7% |