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 | $139,321 | $77,896+78.9% | $134,172+3.8% | $82,448+69.0% |
| Participation rate | 93.1% | 62.8%+30.3pp | 72.5%+20.6pp | 68.1%+25.0pp |
| Annual return | 17.18% | 18.21%-1.0pp | 25.30%-8.1pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,770 | $2,159+120.9% | $3,420+39.5% | $2,551+87.0% |
| Participant deferral / active EE | $6,750 | $3,162+113.5% | $4,690+43.9% | $4,139+63.1% |
| Admin fee / account holder | $8,773 | $6,336+38.5% | $12,016-27.0% | $7,234+21.3% |