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 | $128,327 | $139,421-8.0% | $239,577-46.4% | $116,462+10.2% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.1%+16.7pp | 74.7%+24.1pp |
| Annual return | 22.40% | 15.58%+6.8pp | -0.70%+23.1pp | 15.65%+6.7pp |
| Employer contribution / active EE | $4,384 | $4,487-2.3% | $7,232-39.4% | $3,231+35.7% |
| Participant deferral / active EE | $5,890 | $4,296+37.1% | $5,676+3.8% | $3,836+53.5% |
| Admin fee / account holder | $8,762 | $21,515-59.3% | $19,315-54.6% | $12,754-31.3% |