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 | $118,107 | $109,413+7.9% | $156,263-24.4% | $84,808+39.3% |
| Participation rate | 85.9% | 72.7%+13.2pp | 78.9%+7.0pp | 68.3%+17.6pp |
| Annual return | 16.64% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,874 | $2,907-35.5% | $4,333-56.7% | $2,631-28.8% |
| Participant deferral / active EE | $6,505 | $4,590+41.7% | $6,158+5.6% | $4,212+54.5% |
| Admin fee / account holder | $2,816 | $9,357-69.9% | $14,255-80.2% | $7,344-61.7% |