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 | $109,435 | $87,013+25.8% | $106,213+3.0% | $80,856+35.3% |
| Participation rate | 71.1% | 70.4%+0.7pp | 75.3%-4.2pp | 67.6%+3.5pp |
| Annual return | 13.41% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,833 | $2,395-23.5% | $3,171-42.2% | $2,755-33.5% |
| Participant deferral / active EE | $3,286 | $3,986-17.6% | $5,016-34.5% | $4,296-23.5% |
| Admin fee / account holder | $22,246 | $8,431+163.8% | $11,033+101.6% | $6,918+221.6% |