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 | $112,121 | $89,355+25.5% | $141,162-20.6% | $72,985+53.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 23.91% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,703 | $3,114-13.2% | $4,735-42.9% | $2,440+10.8% |
| Participant deferral / active EE | $5,013 | $5,418-7.5% | $6,709-25.3% | $3,607+39.0% |
| Admin fee / account holder | $4,733 | $5,958-20.6% | $10,261-53.9% | $5,124-7.6% |