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 | $168,133 | $138,347+21.5% | $184,203-8.7% | $80,856+107.9% |
| Participation rate | 87.0% | 83.9%+3.1pp | 86.8%+0.1pp | 67.6%+19.3pp |
| Annual return | 28.13% | 20.02%+8.1pp | 28.81%-0.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $3,758 | $4,850-22.5% | $6,427-41.5% | $2,755+36.4% |
| Participant deferral / active EE | $14,169 | $7,071+100.4% | $9,131+55.2% | $4,296+229.8% |
| Admin fee / account holder | $11,708 | $10,483+11.7% | $13,901-15.8% | $6,918+69.2% |