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 | $137,182 | $114,381+19.9% | $107,525+27.6% | $142,382-3.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.94% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,734 | $4,015-56.8% | $3,754-53.8% | $4,299-59.7% |
| Participant deferral / active EE | $5,951 | $5,564+7.0% | $5,116+16.3% | $6,507-8.5% |
| Admin fee / account holder | $3,238 | $9,860-67.2% | $8,919-63.7% | $12,624-74.3% |