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 | $133,645 | $95,803+39.5% | $113,168+18.1% | $84,808+57.6% |
| Participation rate | 96.2% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 15.67% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,903 | $2,360+23.0% | $2,975-2.4% | $2,631+10.3% |
| Participant deferral / active EE | $5,610 | $4,242+32.3% | $5,107+9.9% | $4,212+33.2% |
| Admin fee / account holder | $3,834 | $8,989-57.3% | $12,068-68.2% | $7,344-47.8% |