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 | $147,120 | $105,859+39.0% | $90,160+63.2% | $147,584-0.3% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 33.68% | 37.63%-3.9pp | 34.88%-1.2pp | 578.55%-544.9pp |
| Employer contribution / active EE | $2,423 | $4,126-41.3% | $3,318-27.0% | $4,876-50.3% |
| Participant deferral / active EE | $5,447 | $5,733-5.0% | $5,288+3.0% | $5,439+0.2% |
| Admin fee / account holder | $1,219 | $8,046-84.8% | $5,943-79.5% | $10,885-88.8% |