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 | $130,013 | $86,929+49.6% | $102,423+26.9% | $80,856+60.8% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.8pp |
| Annual return | 15.03% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,343 | $2,369-1.1% | $3,023-22.5% | $2,755-14.9% |
| Participant deferral / active EE | $8,888 | $4,118+115.8% | $5,053+75.9% | $4,296+106.9% |
| Admin fee / account holder | $20,182 | $8,049+150.7% | $9,451+113.5% | $6,918+191.7% |