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 | $119,576 | $125,758-4.9% | $169,993-29.7% | $75,163+59.1% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.0%-0.5pp | 67.2%+19.3pp |
| Annual return | 15.90% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,097 | $4,615-54.6% | $6,785-69.1% | $2,670-21.4% |
| Participant deferral / active EE | $4,941 | $6,837-27.7% | $10,408-52.5% | $4,125+19.8% |
| Admin fee / account holder | $9,428 | $8,173+15.3% | $12,815-26.4% | $5,651+66.8% |