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 | $101,480 | $96,484+5.2% | $156,263-35.1% | $74,304+36.6% |
| Participation rate | 76.2% | 67.7%+8.5pp | 78.9%-2.8pp | 60.3%+15.8pp |
| Annual return | 20.64% | 17.73%+2.9pp | 59.47%-38.8pp | 29.43%-8.8pp |
| Employer contribution / active EE | $3,129 | $2,528+23.7% | $4,333-27.8% | $2,241+39.6% |
| Participant deferral / active EE | $6,315 | $4,286+47.3% | $6,158+2.5% | $3,767+67.6% |
| Admin fee / account holder | $3,123 | $3,728-16.2% | $14,255-78.1% | $2,969+5.2% |