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 | $101,474 | $86,286+17.6% | $111,297-8.8% | $85,850+18.2% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 12.45% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,216 | $2,043+8.5% | $2,731-18.8% | $2,565-13.6% |
| Participant deferral / active EE | $4,541 | $3,641+24.7% | $4,487+1.2% | $3,952+14.9% |
| Admin fee / account holder | $4,642 | $8,188-43.3% | $7,964-41.7% | $6,260-25.8% |