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 | $116,560 | $87,013+34.0% | $106,213+9.7% | $80,856+44.2% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.6%+4.4pp |
| Annual return | 16.34% | 17.05%-0.7pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,084 | $2,395-13.0% | $3,171-34.3% | $2,755-24.4% |
| Participant deferral / active EE | $5,832 | $3,986+46.3% | $5,016+16.3% | $4,296+35.8% |
| Admin fee / account holder | $1,114 | $8,431-86.8% | $11,033-89.9% | $6,918-83.9% |