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 | $136,955 | $106,749+28.3% | $145,433-5.8% | $82,448+66.1% |
| Participation rate | 78.4% | 75.6%+2.8pp | 82.1%-3.7pp | 68.1%+10.4pp |
| Annual return | 16.44% | 27.59%-11.2pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,639 | $3,444-23.4% | $4,554-42.1% | $2,551+3.4% |
| Participant deferral / active EE | $4,317 | $6,519-33.8% | $7,897-45.3% | $4,139+4.3% |
| Admin fee / account holder | $2,566 | $8,390-69.4% | $13,129-80.5% | $7,234-64.5% |