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 | $135,459 | $95,803+41.4% | $113,168+19.7% | $84,808+59.7% |
| Participation rate | 91.4% | 72.9%+18.5pp | 76.6%+14.8pp | 68.3%+23.0pp |
| Annual return | 16.03% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,701 | $2,360+14.5% | $2,975-9.2% | $2,631+2.7% |
| Participant deferral / active EE | $7,553 | $4,242+78.1% | $5,107+47.9% | $4,212+79.3% |
| Admin fee / account holder | $5,421 | $8,989-39.7% | $12,068-55.1% | $7,344-26.2% |