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 | $130,368 | $95,803+36.1% | $113,168+15.2% | $84,808+53.7% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.47% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,496 | $2,360+48.1% | $2,975+17.5% | $2,631+32.9% |
| Participant deferral / active EE | $7,902 | $4,242+86.3% | $5,107+54.7% | $4,212+87.6% |
| Admin fee / account holder | $1,288 | $8,989-85.7% | $12,068-89.3% | $7,344-82.5% |