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 | $126,192 | $109,413+15.3% | $156,263-19.2% | $84,808+48.8% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 32.36% | 20.18%+12.2pp | 59.47%-27.1pp | 40.90%-8.5pp |
| Employer contribution / active EE | $3,021 | $2,907+3.9% | $4,333-30.3% | $2,631+14.8% |
| Participant deferral / active EE | $7,197 | $4,590+56.8% | $6,158+16.9% | $4,212+70.9% |
| Admin fee / account holder | $19,872 | $9,357+112.4% | $14,255+39.4% | $7,344+170.6% |