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 | $128,039 | $83,477+53.4% | $125,175+2.3% | $72,985+75.4% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.5pp | 69.5%+8.8pp |
| Annual return | 28.67% | 25.78%+2.9pp | 43.79%-15.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,252 | $2,345-4.0% | $3,865-41.7% | $2,440-7.7% |
| Participant deferral / active EE | $4,346 | $3,585+21.2% | $4,937-12.0% | $3,607+20.5% |
| Admin fee / account holder | $7,474 | $5,517+35.5% | $9,702-23.0% | $5,124+45.8% |