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 | $132,059 | $83,477+58.2% | $125,175+5.5% | $72,985+80.9% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.5%+27.0pp |
| Annual return | 24.43% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,738 | $2,345-25.9% | $3,865-55.0% | $2,440-28.8% |
| Participant deferral / active EE | $6,647 | $3,585+85.4% | $4,937+34.7% | $3,607+84.3% |
| Admin fee / account holder | $2,428 | $5,517-56.0% | $9,702-75.0% | $5,124-52.6% |