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 | $140,245 | $95,803+46.4% | $113,168+23.9% | $84,808+65.4% |
| Participation rate | 87.7% | 72.9%+14.9pp | 76.6%+11.2pp | 68.3%+19.4pp |
| Annual return | 17.25% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,065 | $2,360-12.5% | $2,975-30.6% | $2,631-21.5% |
| Participant deferral / active EE | $4,722 | $4,242+11.3% | $5,107-7.5% | $4,212+12.1% |
| Admin fee / account holder | $4,874 | $8,989-45.8% | $12,068-59.6% | $7,344-33.6% |