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 | $136,179 | $99,985+36.2% | $146,665-7.1% | $85,850+58.6% |
| Participation rate | 73.3% | 73.1%+0.2pp | 80.1%-6.8pp | 69.3%+3.9pp |
| Annual return | 13.88% | 18.93%-5.0pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,241 | $2,559-12.4% | $4,136-45.8% | $2,565-12.6% |
| Participant deferral / active EE | $6,824 | $4,006+70.4% | $5,506+23.9% | $3,952+72.7% |
| Admin fee / account holder | $2,338 | $7,702-69.7% | $10,280-77.3% | $6,260-62.7% |