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 | $140,668 | $101,724+38.3% | $164,813-14.6% | $80,856+74.0% |
| Participation rate | 77.1% | 71.8%+5.3pp | 78.6%-1.5pp | 67.6%+9.5pp |
| Annual return | 12.09% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,994 | $2,953+1.4% | $4,341-31.0% | $2,755+8.7% |
| Participant deferral / active EE | $5,665 | $4,477+26.5% | $6,031-6.1% | $4,296+31.9% |
| Admin fee / account holder | $1,572 | $8,227-80.9% | $12,690-87.6% | $6,918-77.3% |