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 | $95,453+28.8% | $112,040+9.7% | $82,448+49.1% |
| Participation rate | 75.6% | 72.8%+2.9pp | 76.5%-0.9pp | 68.1%+7.6pp |
| Annual return | 29.61% | 23.92%+5.7pp | 24.52%+5.1pp | 41.64%-12.0pp |
| Employer contribution / active EE | $2,569 | $2,318+10.8% | $2,954-13.0% | $2,551+0.7% |
| Participant deferral / active EE | $6,036 | $4,224+42.9% | $5,098+18.4% | $4,139+45.8% |
| Admin fee / account holder | $12,048 | $9,013+33.7% | $12,098-0.4% | $7,234+66.5% |