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 | $118,839 | $106,749+11.3% | $145,433-18.3% | $82,448+44.1% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 18.17% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,088 | $3,444-10.4% | $4,554-32.2% | $2,551+21.0% |
| Participant deferral / active EE | $6,979 | $6,519+7.1% | $7,897-11.6% | $4,139+68.6% |
| Admin fee / account holder | $12,710 | $8,390+51.5% | $13,129-3.2% | $7,234+75.7% |