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 | $133,602 | $95,803+39.5% | $113,168+18.1% | $84,808+57.5% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 14.83% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,693 | $2,360-28.3% | $2,975-43.1% | $2,631-35.7% |
| Participant deferral / active EE | $7,068 | $4,242+66.6% | $5,107+38.4% | $4,212+67.8% |
| Admin fee / account holder | $12,319 | $8,989+37.0% | $12,068+2.1% | $7,344+67.7% |