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 | $113,239 | $87,013+30.1% | $106,213+6.6% | $80,856+40.0% |
| Participation rate | 75.7% | 70.4%+5.2pp | 75.3%+0.4pp | 67.6%+8.0pp |
| Annual return | 12.61% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,579 | $2,395+7.7% | $3,171-18.7% | $2,755-6.4% |
| Participant deferral / active EE | $5,105 | $3,986+28.1% | $5,016+1.8% | $4,296+18.8% |
| Admin fee / account holder | $21,647 | $8,431+156.7% | $11,033+96.2% | $6,918+212.9% |