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 | $146,117 | $138,347+5.6% | $184,203-20.7% | $80,856+80.7% |
| Participation rate | 86.0% | 83.9%+2.1pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 11.63% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,584 | $4,850-67.4% | $6,427-75.4% | $2,755-42.5% |
| Participant deferral / active EE | $5,591 | $7,071-20.9% | $9,131-38.8% | $4,296+30.1% |
| Admin fee / account holder | $8,451 | $10,483-19.4% | $13,901-39.2% | $6,918+22.2% |