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 | $140,527 | $117,841+19.3% | $102,423+37.2% | $145,922-3.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.41% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,951 | $3,615-46.0% | $3,023-35.5% | $4,660-58.1% |
| Participant deferral / active EE | $5,304 | $5,731-7.4% | $5,053+5.0% | $6,688-20.7% |
| Admin fee / account holder | $586 | $13,326-95.6% | $9,451-93.8% | $13,397-95.6% |