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 | $116,235 | $153,772-24.4% | $133,980-13.2% | $273,961-57.6% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 11.12% | 36.51%-25.4pp | 29.30%-18.2pp | 41.45%-30.3pp |
| Employer contribution / active EE | $15,881 | $6,029+163.4% | $5,211+204.7% | $4,869+226.2% |
| Participant deferral / active EE | $15,000 | $6,958+115.6% | $6,282+138.8% | $5,287+183.7% |
| Admin fee / account holder | $2,747 | $11,765-76.7% | $9,324-70.5% | $10,132-72.9% |