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 | $141,883 | $136,307+4.1% | $177,821-20.2% | $73,488+93.1% |
| Participation rate | 85.4% | 86.1%-0.7pp | 87.7%-2.3pp | 70.7%+14.8pp |
| Annual return | 18.50% | 18.68%-0.2pp | 48.32%-29.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $5,345 | $3,712+44.0% | $5,918-9.7% | $2,270+135.4% |
| Participant deferral / active EE | $8,076 | $5,829+38.6% | $7,714+4.7% | $3,740+116.0% |
| Admin fee / account holder | $8,757 | $596+1370.3% | $12,427-29.5% | $513+1606.7% |