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 | $124,962 | $95,803+30.4% | $113,168+10.4% | $84,808+47.3% |
| Participation rate | 98.1% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.8pp |
| Annual return | 14.46% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,738 | $2,360+16.0% | $2,975-8.0% | $2,631+4.1% |
| Participant deferral / active EE | $7,676 | $4,242+80.9% | $5,107+50.3% | $4,212+82.2% |
| Admin fee / account holder | $4,099 | $8,989-54.4% | $12,068-66.0% | $7,344-44.2% |