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 | $142,499 | $109,881+29.7% | $150,045-5.0% | $84,808+68.0% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.2pp |
| Annual return | 16.60% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,468 | $3,561-2.6% | $4,693-26.1% | $2,631+31.8% |
| Participant deferral / active EE | $7,865 | $6,636+18.5% | $7,997-1.7% | $4,212+86.7% |
| Admin fee / account holder | $6,422 | $8,568-25.0% | $13,435-52.2% | $7,344-12.5% |