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 | $125,255 | $108,825+15.1% | $156,181-19.8% | $82,448+51.9% |
| Participation rate | 79.4% | 72.4%+7.0pp | 78.8%+0.5pp | 68.1%+11.3pp |
| Annual return | 16.13% | 20.59%-4.5pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,232 | $2,870-22.2% | $4,294-48.0% | $2,551-12.5% |
| Participant deferral / active EE | $2,515 | $4,577-45.0% | $6,132-59.0% | $4,139-39.2% |
| Admin fee / account holder | $858 | $9,341-90.8% | $14,586-94.1% | $7,234-88.1% |