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 | $108,921 | $91,552+19.0% | $133,956-18.7% | $79,858+36.4% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 14.56% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,582 | $2,384+8.3% | $3,919-34.1% | $2,471+4.5% |
| Participant deferral / active EE | $5,800 | $3,733+55.3% | $5,048+14.9% | $3,740+55.1% |
| Admin fee / account holder | $1,691 | $6,321-73.2% | $8,927-81.1% | $5,306-68.1% |