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 | $139,460 | $109,413+27.5% | $156,263-10.8% | $84,808+64.4% |
| Participation rate | 78.3% | 72.7%+5.6pp | 78.9%-0.6pp | 68.3%+9.9pp |
| Annual return | 12.79% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,457 | $2,907-49.9% | $4,333-66.4% | $2,631-44.6% |
| Participant deferral / active EE | $7,335 | $4,590+59.8% | $6,158+19.1% | $4,212+74.2% |
| Admin fee / account holder | $10,998 | $9,357+17.5% | $14,255-22.8% | $7,344+49.8% |