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 | $131,166 | $81,248+61.4% | $155,509-15.7% | $80,856+62.2% |
| Participation rate | 87.3% | 66.2%+21.0pp | 78.2%+9.1pp | 67.6%+19.6pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,002 | $3,100-3.2% | $4,672-35.8% | $2,755+9.0% |
| Participant deferral / active EE | $4,884 | $3,452+41.5% | $5,626-13.2% | $4,296+13.7% |
| Admin fee / account holder | $1,818 | $7,997-77.3% | $15,912-88.6% | $6,918-73.7% |