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 | $126,292 | $106,749+18.3% | $145,433-13.2% | $82,448+53.2% |
| Participation rate | 75.6% | 75.6%-0.1pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 17.78% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,577 | $3,444-54.2% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $6,036 | $6,519-7.4% | $7,897-23.6% | $4,139+45.8% |
| Admin fee / account holder | $11,458 | $8,390+36.6% | $13,129-12.7% | $7,234+58.4% |