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 | $109,881+8.2% | $150,045-20.8% | $84,808+40.1% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 18.17% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,088 | $3,561-13.3% | $4,693-34.2% | $2,631+17.4% |
| Participant deferral / active EE | $6,979 | $6,636+5.2% | $7,997-12.7% | $4,212+65.7% |
| Admin fee / account holder | $12,710 | $8,568+48.3% | $13,435-5.4% | $7,344+73.1% |