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 | $135,012 | $167,483-19.4% | $115,752+16.6% | $147,584-8.5% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 82.8%+11.6pp |
| Annual return | 24.76% | 12.11%+12.6pp | 19.41%+5.4pp | 578.55%-553.8pp |
| Employer contribution / active EE | $2,287 | $4,960-53.9% | $3,492-34.5% | $4,876-53.1% |
| Participant deferral / active EE | $5,095 | $7,037-27.6% | $5,204-2.1% | $5,439-6.3% |
| Admin fee / account holder | $11,547 | $13,069-11.6% | $6,278+83.9% | $10,885+6.1% |