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 | $135,558 | $86,929+55.9% | $102,423+32.4% | $80,856+67.7% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 20.77% | 18.88%+1.9pp | 29.32%-8.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,050 | $2,369-13.5% | $3,023-32.2% | $2,755-25.6% |
| Participant deferral / active EE | $4,767 | $4,118+15.8% | $5,053-5.7% | $4,296+11.0% |
| Admin fee / account holder | $9,310 | $8,049+15.7% | $9,451-1.5% | $6,918+34.6% |