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 | $126,638 | $88,360+43.3% | $145,433-12.9% | $67,986+86.3% |
| Participation rate | 82.7% | 65.5%+17.2pp | 82.1%+0.6pp | 57.2%+25.5pp |
| Annual return | 15.57% | 63.15%-47.6pp | 66.58%-51.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,037 | $3,054-0.6% | $4,554-33.3% | $2,019+50.4% |
| Participant deferral / active EE | $6,985 | $5,932+17.7% | $7,897-11.6% | $3,358+108.0% |
| Admin fee / account holder | $13,188 | $3,313+298.0% | $13,129+0.5% | $3,203+311.7% |