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 | $134,394 | $95,561+40.6% | $77,163+74.2% | $139,434-3.6% |
| Participation rate | 76.9% | 73.9%+3.0pp | 69.6%+7.4pp | 80.3%-3.4pp |
| Annual return | 14.74% | 54.92%-40.2pp | 37.87%-23.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,622 | $3,147-16.7% | $2,535+3.4% | $4,751-44.8% |
| Participant deferral / active EE | $5,168 | $4,624+11.8% | $3,833+34.8% | $6,710-23.0% |
| Admin fee / account holder | $5,377 | $8,295-35.2% | $5,472-1.7% | $11,403-52.8% |