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 | $131,243 | $154,228-14.9% | $145,433-9.8% | $137,256-4.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,261 | $4,804-32.1% | $4,554-28.4% | $4,156-21.5% |
| Participant deferral / active EE | $14,010 | $8,216+70.5% | $7,897+77.4% | $6,407+118.7% |
| Admin fee / account holder | $5,739 | $14,344-60.0% | $13,129-56.3% | $12,270-53.2% |