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 | $114,899 | $95,266+20.6% | $82,389+39.5% | $142,382-19.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 11.51% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,222 | $2,991+7.7% | $2,517+28.0% | $4,299-25.1% |
| Participant deferral / active EE | $5,728 | $4,809+19.1% | $4,155+37.9% | $6,507-12.0% |
| Admin fee / account holder | $7,142 | $8,563-16.6% | $7,231-1.2% | $12,624-43.4% |