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 | $116,587 | $109,413+6.6% | $156,263-25.4% | $84,808+37.5% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 17.12% | 20.18%-3.1pp | 59.47%-42.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,856 | $2,907-1.7% | $4,333-34.1% | $2,631+8.6% |
| Participant deferral / active EE | $9,311 | $4,590+102.9% | $6,158+51.2% | $4,212+121.1% |
| Admin fee / account holder | $13,419 | $9,357+43.4% | $14,255-5.9% | $7,344+82.7% |