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 | $122,931 | $95,803+28.3% | $113,168+8.6% | $84,808+45.0% |
| Participation rate | 75.6% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.3pp |
| Annual return | 29.61% | 25.00%+4.6pp | 24.27%+5.3pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,569 | $2,360+8.9% | $2,975-13.6% | $2,631-2.3% |
| Participant deferral / active EE | $6,036 | $4,242+42.3% | $5,107+18.2% | $4,212+43.3% |
| Admin fee / account holder | $12,048 | $8,989+34.0% | $12,068-0.2% | $7,344+64.1% |