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 | $134,218 | $93,571+43.4% | $135,903-1.2% | $75,163+78.6% |
| Participation rate | 75.4% | 75.2%+0.3pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 24.61% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $3,405 | $3,537-3.7% | $4,856-29.9% | $2,670+27.6% |
| Participant deferral / active EE | $8,526 | $6,404+33.1% | $7,758+9.9% | $4,125+106.7% |
| Admin fee / account holder | $3,931 | $6,975-43.6% | $10,762-63.5% | $5,651-30.4% |