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 | $121,443 | $77,503+56.7% | $100,391+21.0% | $80,856+50.2% |
| Participation rate | 91.2% | 76.9%+14.2pp | 81.5%+9.7pp | 67.6%+23.5pp |
| Annual return | 15.79% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,881 | $6,820+15.6% | $8,082-2.5% | $4,296+83.5% |
| Admin fee / account holder | $6,604 | $5,897+12.0% | $7,899-16.4% | $6,918-4.5% |