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 | $134,578 | $95,803+40.5% | $113,168+18.9% | $84,808+58.7% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 15.36% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,513 | $2,360+6.5% | $2,975-15.6% | $2,631-4.5% |
| Participant deferral / active EE | $6,226 | $4,242+46.8% | $5,107+21.9% | $4,212+47.8% |
| Admin fee / account holder | $1,705 | $8,989-81.0% | $12,068-85.9% | $7,344-76.8% |