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 | $134,138 | $95,803+40.0% | $113,168+18.5% | $84,808+58.2% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 15.22% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,694 | $2,360+141.3% | $2,975+91.4% | $2,631+116.4% |
| Participant deferral / active EE | $3,766 | $4,242-11.2% | $5,107-26.2% | $4,212-10.6% |
| Admin fee / account holder | $8,434 | $8,989-6.2% | $12,068-30.1% | $7,344+14.8% |