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 | $119,587 | $87,013+37.4% | $106,213+12.6% | $80,856+47.9% |
| Participation rate | 85.2% | 70.4%+14.7pp | 75.3%+9.9pp | 67.6%+17.5pp |
| Annual return | 13.12% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,708 | $2,395+13.1% | $3,171-14.6% | $2,755-1.7% |
| Participant deferral / active EE | $2,432 | $3,986-39.0% | $5,016-51.5% | $4,296-43.4% |
| Admin fee / account holder | $8,395 | $8,431-0.4% | $11,033-23.9% | $6,918+21.4% |