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 | $128,495 | $95,803+34.1% | $113,168+13.5% | $84,808+51.5% |
| Participation rate | 82.5% | 72.9%+9.7pp | 76.6%+6.0pp | 68.3%+14.2pp |
| Annual return | 16.09% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,954 | $2,360+67.5% | $2,975+32.9% | $2,631+50.3% |
| Participant deferral / active EE | $6,044 | $4,242+42.5% | $5,107+18.4% | $4,212+43.5% |
| Admin fee / account holder | $1,299 | $8,989-85.6% | $12,068-89.2% | $7,344-82.3% |