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 | $132,881 | $86,286+54.0% | $111,297+19.4% | $85,850+54.8% |
| Participation rate | 70.8% | 73.3%-2.5pp | 77.3%-6.5pp | 69.3%+1.5pp |
| Annual return | 29.86% | 19.99%+9.9pp | 54.65%-24.8pp | 318.53%-288.7pp |
| Employer contribution / active EE | $1,525 | $2,043-25.4% | $2,731-44.2% | $2,565-40.6% |
| Participant deferral / active EE | $3,669 | $3,641+0.8% | $4,487-18.2% | $3,952-7.1% |
| Admin fee / account holder | $5,119 | $8,188-37.5% | $7,964-35.7% | $6,260-18.2% |