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 | $123,561 | $109,359+13.0% | $162,163-23.8% | $72,985+69.3% |
| Participation rate | 88.1% | 84.3%+3.8pp | 87.6%+0.5pp | 69.5%+18.6pp |
| Annual return | 24.50% | 25.46%-1.0pp | 115.59%-91.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,291 | $3,907-41.4% | $5,614-59.2% | $2,440-6.1% |
| Participant deferral / active EE | $6,044 | $5,481+10.3% | $7,298-17.2% | $3,607+67.6% |
| Admin fee / account holder | $5,759 | $7,972-27.8% | $10,843-46.9% | $5,124+12.4% |