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 | $113,521 | $109,413+3.8% | $156,263-27.4% | $84,808+33.9% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 13.82% | 20.18%-6.4pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,597 | $2,907-45.0% | $4,333-63.1% | $2,631-39.3% |
| Participant deferral / active EE | $6,516 | $4,590+42.0% | $6,158+5.8% | $4,212+54.7% |
| Admin fee / account holder | $6,151 | $9,357-34.3% | $14,255-56.8% | $7,344-16.2% |