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 | $111,387 | $138,347-19.5% | $184,203-39.5% | $80,856+37.8% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.8pp | 67.6%+20.0pp |
| Annual return | 13.69% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,737 | $4,850-2.3% | $6,427-26.3% | $2,755+72.0% |
| Participant deferral / active EE | $6,050 | $7,071-14.4% | $9,131-33.7% | $4,296+40.8% |
| Admin fee / account holder | $11,289 | $10,483+7.7% | $13,901-18.8% | $6,918+63.2% |