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 | $141,950 | $95,453+48.7% | $112,040+26.7% | $82,448+72.2% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 15.00% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,271 | $2,318+84.3% | $2,954+44.6% | $2,551+67.4% |
| Participant deferral / active EE | $11,225 | $4,224+165.8% | $5,098+120.2% | $4,139+171.2% |
| Admin fee / account holder | $6,958 | $9,013-22.8% | $12,098-42.5% | $7,234-3.8% |