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 | $136,099 | $95,803+42.1% | $113,168+20.3% | $84,808+60.5% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 17.57% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,307 | $2,360+82.5% | $2,975+44.8% | $2,631+63.7% |
| Participant deferral / active EE | $4,572 | $4,242+7.8% | $5,107-10.5% | $4,212+8.5% |
| Admin fee / account holder | $3,080 | $8,989-65.7% | $12,068-74.5% | $7,344-58.1% |