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 | $113,875 | $87,013+30.9% | $106,213+7.2% | $80,856+40.8% |
| Participation rate | 81.5% | 70.4%+11.1pp | 75.3%+6.3pp | 67.6%+13.9pp |
| Annual return | 13.40% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,561 | $2,395-34.8% | $3,171-50.8% | $2,755-43.3% |
| Participant deferral / active EE | $3,480 | $3,986-12.7% | $5,016-30.6% | $4,296-19.0% |
| Admin fee / account holder | $4,562 | $8,431-45.9% | $11,033-58.7% | $6,918-34.1% |