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 | $142,242 | $95,803+48.5% | $113,168+25.7% | $84,808+67.7% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 14.30% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,183 | $2,360-7.5% | $2,975-26.6% | $2,631-17.0% |
| Participant deferral / active EE | $2,317 | $4,242-45.4% | $5,107-54.6% | $4,212-45.0% |
| Admin fee / account holder | $7,786 | $8,989-13.4% | $12,068-35.5% | $7,344+6.0% |