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 | $113,953 | $148,978-23.5% | $200,582-43.2% | $84,808+34.4% |
| Participation rate | 78.8% | 84.2%-5.4pp | 86.9%-8.0pp | 68.3%+10.5pp |
| Annual return | 17.21% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,399 | $4,815+12.1% | $6,419-15.9% | $2,631+105.2% |
| Participant deferral / active EE | $11,570 | $7,142+62.0% | $9,331+24.0% | $4,212+174.7% |
| Admin fee / account holder | $13,375 | $13,977-4.3% | $16,305-18.0% | $7,344+82.1% |