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 | $122,423 | $86,929+40.8% | $102,423+19.5% | $80,856+51.4% |
| Participation rate | 71.8% | 72.4%-0.5pp | 76.5%-4.7pp | 67.6%+4.2pp |
| Annual return | 12.13% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,827 | $2,369-22.9% | $3,023-39.6% | $2,755-33.7% |
| Participant deferral / active EE | $4,654 | $4,118+13.0% | $5,053-7.9% | $4,296+8.3% |
| Admin fee / account holder | $14,340 | $8,049+78.2% | $9,451+51.7% | $6,918+107.3% |