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 | $111,794 | $78,422+42.6% | $95,952+16.5% | $79,858+40.0% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 18.41% | 19.37%-1.0pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $721 | $1,945-62.9% | $2,541-71.6% | $2,471-70.8% |
| Participant deferral / active EE | $6,508 | $3,440+89.2% | $4,167+56.2% | $3,740+74.0% |
| Admin fee / account holder | $5,707 | $5,622+1.5% | $6,795-16.0% | $5,306+7.5% |