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 | $120,253 | $86,929+38.3% | $102,423+17.4% | $80,856+48.7% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 14.00% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,959 | $2,369+24.9% | $3,023-2.1% | $2,755+7.4% |
| Participant deferral / active EE | $6,331 | $4,118+53.7% | $5,053+25.3% | $4,296+47.4% |
| Admin fee / account holder | $8,729 | $8,049+8.4% | $9,451-7.6% | $6,918+26.2% |