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 | $133,811 | $125,758+6.4% | $169,993-21.3% | $75,163+78.0% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 15.83% | 27.20%-11.4pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,983 | $4,615-35.4% | $6,785-56.0% | $2,670+11.7% |
| Participant deferral / active EE | $7,257 | $6,837+6.1% | $10,408-30.3% | $4,125+75.9% |
| Admin fee / account holder | $2,232 | $8,173-72.7% | $12,815-82.6% | $5,651-60.5% |