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 | $118,088 | $100,923+17.0% | $150,045-21.3% | $74,304+58.9% |
| Participation rate | 72.4% | 70.1%+2.3pp | 82.3%-9.9pp | 60.3%+12.0pp |
| Annual return | 16.22% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,625 | $3,463-53.1% | $4,693-65.4% | $2,241-27.5% |
| Participant deferral / active EE | $4,781 | $6,709-28.7% | $7,997-40.2% | $3,767+26.9% |
| Admin fee / account holder | $2,710 | $2,767-2.1% | $13,435-79.8% | $2,969-8.7% |