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 | $112,223 | $80,968+38.6% | $96,544+16.2% | $75,163+49.3% |
| Participation rate | 75.4% | 71.8%+3.7pp | 76.0%-0.5pp | 67.2%+8.2pp |
| Annual return | 18.05% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,216 | $2,282-2.9% | $2,965-25.3% | $2,670-17.0% |
| Participant deferral / active EE | $6,311 | $3,928+60.7% | $4,851+30.1% | $4,125+53.0% |
| Admin fee / account holder | $3,971 | $6,724-40.9% | $8,252-51.9% | $5,651-29.7% |