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 | $131,863 | $123,793+6.5% | $177,821-25.8% | $79,858+65.1% |
| Participation rate | 83.9% | 84.7%-0.8pp | 87.7%-3.9pp | 69.6%+14.2pp |
| Annual return | 14.10% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,321 | $4,095-43.3% | $5,918-60.8% | $2,471-6.1% |
| Participant deferral / active EE | $7,523 | $5,956+26.3% | $7,714-2.5% | $3,740+101.1% |
| Admin fee / account holder | $1,295 | $7,243-82.1% | $12,427-89.6% | $5,306-75.6% |