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 | $131,840 | $139,421-5.4% | $239,577-45.0% | $116,462+13.2% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.1%+1.9pp | 74.7%+9.3pp |
| Annual return | 16.34% | 15.58%+0.8pp | -0.70%+17.0pp | 15.65%+0.7pp |
| Employer contribution / active EE | $4,299 | $4,487-4.2% | $7,232-40.6% | $3,231+33.0% |
| Participant deferral / active EE | $10,340 | $4,296+140.7% | $5,676+82.2% | $3,836+169.5% |
| Admin fee / account holder | $12,881 | $21,515-40.1% | $19,315-33.3% | $12,754+1.0% |