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 | $124,431 | $86,929+43.1% | $102,423+21.5% | $80,856+53.9% |
| Participation rate | 71.9% | 72.4%-0.4pp | 76.5%-4.6pp | 67.6%+4.3pp |
| Annual return | 14.32% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,647 | $2,369+11.7% | $3,023-12.4% | $2,755-3.9% |
| Participant deferral / active EE | $3,740 | $4,118-9.2% | $5,053-26.0% | $4,296-12.9% |
| Admin fee / account holder | $22,311 | $8,049+177.2% | $9,451+136.1% | $6,918+222.5% |