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 | $125,092 | $101,724+23.0% | $164,813-24.1% | $80,856+54.7% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.6%+19.2pp |
| Annual return | 11.50% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,468 | $2,953-16.5% | $4,341-43.2% | $2,755-10.4% |
| Participant deferral / active EE | $4,602 | $4,477+2.8% | $6,031-23.7% | $4,296+7.1% |
| Admin fee / account holder | $32,964 | $8,227+300.7% | $12,690+159.8% | $6,918+376.5% |