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 | $116,326 | $94,625+22.9% | $116,228+0.1% | $84,808+37.2% |
| Participation rate | 74.2% | 70.4%+3.7pp | 74.6%-0.4pp | 68.3%+5.9pp |
| Annual return | 13.15% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,096 | $2,347-10.7% | $2,994-30.0% | $2,631-20.3% |
| Participant deferral / active EE | $4,659 | $3,972+17.3% | $4,953-5.9% | $4,212+10.6% |
| Admin fee / account holder | $2,354 | $10,091-76.7% | $11,989-80.4% | $7,344-68.0% |