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 | $106,842 | $108,825-1.8% | $156,181-31.6% | $82,448+29.6% |
| Participation rate | 76.7% | 72.4%+4.3pp | 78.8%-2.2pp | 68.1%+8.6pp |
| Annual return | 19.32% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,630 | $2,870+26.5% | $4,294-15.5% | $2,551+42.3% |
| Participant deferral / active EE | $7,926 | $4,577+73.2% | $6,132+29.3% | $4,139+91.5% |
| Admin fee / account holder | $17,092 | $9,341+83.0% | $14,586+17.2% | $7,234+136.3% |