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 | $123,480 | $78,672+57.0% | $109,143+13.1% | $85,850+43.8% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.1pp |
| Annual return | 13.55% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,766 | $2,735+1.1% | $3,722-25.7% | $2,565+7.8% |
| Participant deferral / active EE | $4,569 | $3,467+31.8% | $4,653-1.8% | $3,952+15.6% |
| Admin fee / account holder | $3,952 | $5,469-27.7% | $6,752-41.5% | $6,260-36.9% |