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 | $107,153 | $106,749+0.4% | $145,433-26.3% | $82,448+30.0% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 18.46% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,794 | $3,444+10.1% | $4,554-16.7% | $2,551+48.7% |
| Participant deferral / active EE | $9,379 | $6,519+43.9% | $7,897+18.8% | $4,139+126.6% |
| Admin fee / account holder | $6,575 | $8,390-21.6% | $13,129-49.9% | $7,234-9.1% |