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 | $126,240 | $93,571+34.9% | $135,903-7.1% | $75,163+68.0% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 22.30% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,582 | $3,537-27.0% | $4,856-46.8% | $2,670-3.3% |
| Participant deferral / active EE | $8,015 | $6,404+25.2% | $7,758+3.3% | $4,125+94.3% |
| Admin fee / account holder | $711 | $6,975-89.8% | $10,762-93.4% | $5,651-87.4% |