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 | $136,666 | $93,571+46.1% | $135,903+0.6% | $75,163+81.8% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 28.02% | 30.90%-2.9pp | 68.23%-40.2pp | 160.62%-132.6pp |
| Employer contribution / active EE | $3,695 | $3,537+4.5% | $4,856-23.9% | $2,670+38.4% |
| Participant deferral / active EE | $8,825 | $6,404+37.8% | $7,758+13.8% | $4,125+113.9% |
| Admin fee / account holder | $5,145 | $6,975-26.2% | $10,762-52.2% | $5,651-9.0% |