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 | $128,071 | $109,413+17.1% | $156,263-18.0% | $84,808+51.0% |
| Participation rate | 78.2% | 72.7%+5.5pp | 78.9%-0.7pp | 68.3%+9.9pp |
| Annual return | 12.74% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,834 | $2,907-2.5% | $4,333-34.6% | $2,631+7.7% |
| Participant deferral / active EE | $5,487 | $4,590+19.6% | $6,158-10.9% | $4,212+30.3% |
| Admin fee / account holder | $25,492 | $9,357+172.4% | $14,255+78.8% | $7,344+247.1% |