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 | $113,878 | $87,013+30.9% | $106,213+7.2% | $80,856+40.8% |
| Participation rate | 72.5% | 70.4%+2.1pp | 75.3%-2.8pp | 67.6%+4.9pp |
| Annual return | 13.29% | 17.05%-3.8pp | 116.14%-102.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,468 | $2,395+3.0% | $3,171-22.2% | $2,755-10.4% |
| Participant deferral / active EE | $7,864 | $3,986+97.3% | $5,016+56.8% | $4,296+83.1% |
| Admin fee / account holder | $1,432 | $8,431-83.0% | $11,033-87.0% | $6,918-79.3% |