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 | $127,087 | $87,013+46.1% | $106,213+19.7% | $80,856+57.2% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.6%+7.9pp |
| Annual return | 13.89% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,920 | $2,395-19.9% | $3,171-39.5% | $2,755-30.3% |
| Participant deferral / active EE | $3,349 | $3,986-16.0% | $5,016-33.2% | $4,296-22.0% |
| Admin fee / account holder | $6,265 | $8,431-25.7% | $11,033-43.2% | $6,918-9.4% |