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 | $144,997 | $109,881+32.0% | $150,045-3.4% | $84,808+71.0% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 18.12% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,913 | $3,561-46.3% | $4,693-59.2% | $2,631-27.3% |
| Participant deferral / active EE | $6,752 | $6,636+1.8% | $7,997-15.6% | $4,212+60.3% |
| Admin fee / account holder | $5,622 | $8,568-34.4% | $13,435-58.2% | $7,344-23.5% |