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 | $133,527 | $95,803+39.4% | $113,168+18.0% | $84,808+57.4% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 14.59% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,460 | $2,360+46.6% | $2,975+16.3% | $2,631+31.5% |
| Participant deferral / active EE | $4,347 | $4,242+2.5% | $5,107-14.9% | $4,212+3.2% |
| Admin fee / account holder | $11,906 | $8,989+32.5% | $12,068-1.3% | $7,344+62.1% |