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 | $123,193 | $101,724+21.1% | $164,813-25.3% | $80,856+52.4% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.5pp |
| Annual return | 10.87% | 16.72%-5.8pp | 69.93%-59.1pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,212 | $2,953-59.0% | $4,341-72.1% | $2,755-56.0% |
| Participant deferral / active EE | $7,203 | $4,477+60.9% | $6,031+19.4% | $4,296+67.7% |
| Admin fee / account holder | $25,762 | $8,227+213.1% | $12,690+103.0% | $6,918+272.4% |