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 | $125,281 | $91,552+36.8% | $133,956-6.5% | $79,858+56.9% |
| Participation rate | 74.3% | 73.3%+0.9pp | 79.8%-5.6pp | 69.6%+4.7pp |
| Annual return | 11.73% | 61.85%-50.1pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,037 | $2,384-56.5% | $3,919-73.5% | $2,471-58.0% |
| Participant deferral / active EE | $2,074 | $3,733-44.4% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $3,470 | $6,321-45.1% | $8,927-61.1% | $5,306-34.6% |