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 | $143,404 | $109,359+31.1% | $162,163-11.6% | $72,985+96.5% |
| Participation rate | 78.2% | 84.3%-6.0pp | 87.6%-9.3pp | 69.5%+8.7pp |
| Annual return | 24.94% | 25.46%-0.5pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,261 | $3,907-67.7% | $5,614-77.5% | $2,440-48.3% |
| Participant deferral / active EE | $3,781 | $5,481-31.0% | $7,298-48.2% | $3,607+4.8% |
| Admin fee / account holder | $8,247 | $7,972+3.5% | $10,843-23.9% | $5,124+60.9% |