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 | $133,340 | $106,749+24.9% | $145,433-8.3% | $82,448+61.7% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 17.19% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,407 | $3,444-1.1% | $4,554-25.2% | $2,551+33.6% |
| Participant deferral / active EE | $10,032 | $6,519+53.9% | $7,897+27.0% | $4,139+142.4% |
| Admin fee / account holder | $2,997 | $8,390-64.3% | $13,129-77.2% | $7,234-58.6% |