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 | $123,721 | $104,251+18.7% | $91,001+36.0% | $147,584-16.2% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 17.63% | 27.06%-9.4pp | 4.60%+13.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,370 | $3,116+40.3% | $2,456+78.0% | $4,876-10.4% |
| Participant deferral / active EE | $8,456 | $4,195+101.6% | $3,547+138.4% | $5,439+55.5% |
| Admin fee / account holder | $13,671 | $8,948+52.8% | $5,417+152.4% | $10,885+25.6% |