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 | $135,731 | $100,901+34.5% | $75,670+79.4% | $147,584-8.0% |
| Participation rate | 95.5% | 77.1%+18.3pp | 72.3%+23.1pp | 82.8%+12.6pp |
| Annual return | 16.80% | 35.78%-19.0pp | 27.34%-10.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,084 | $3,253-5.2% | $2,352+31.1% | $4,876-36.8% |
| Participant deferral / active EE | $5,047 | $4,027+25.3% | $3,142+60.6% | $5,439-7.2% |
| Admin fee / account holder | $6,455 | $11,285-42.8% | $5,800+11.3% | $10,885-40.7% |