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 | $86,692 | $80,717+7.4% | $154,803-44.0% | $84,808+2.2% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 14.17% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,027 | $2,761+9.6% | $4,305-29.7% | $2,631+15.1% |
| Participant deferral / active EE | $5,432 | $3,303+64.5% | $5,540-2.0% | $4,212+29.0% |
| Admin fee / account holder | $10,408 | $6,746+54.3% | $14,329-27.4% | $7,344+41.7% |