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 | $115,741 | $93,571+23.7% | $135,903-14.8% | $75,163+54.0% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+15.0pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,191 | $3,537-38.1% | $4,856-54.9% | $2,670-17.9% |
| Participant deferral / active EE | $5,067 | $6,404-20.9% | $7,758-34.7% | $4,125+22.8% |
| Admin fee / account holder | $6,137 | $6,975-12.0% | $10,762-43.0% | $5,651+8.6% |