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 | $125,563 | $125,758-0.2% | $169,993-26.1% | $75,163+67.1% |
| Participation rate | 83.0% | 83.6%-0.6pp | 87.0%-4.0pp | 67.2%+15.8pp |
| Annual return | 28.80% | 27.20%+1.6pp | 53.37%-24.6pp | 160.62%-131.8pp |
| Employer contribution / active EE | $2,833 | $4,615-38.6% | $6,785-58.2% | $2,670+6.1% |
| Participant deferral / active EE | $12,498 | $6,837+82.8% | $10,408+20.1% | $4,125+203.0% |
| Admin fee / account holder | $3,394 | $8,173-58.5% | $12,815-73.5% | $5,651-39.9% |