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 | $132,562 | $76,367+73.6% | $93,606+41.6% | $72,985+81.6% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.5%+26.8pp |
| Annual return | 24.10% | 25.82%-1.7pp | 32.76%-8.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,816 | $2,275+23.8% | $2,718+3.6% | $2,440+15.4% |
| Participant deferral / active EE | $4,276 | $3,538+20.9% | $4,069+5.1% | $3,607+18.5% |
| Admin fee / account holder | $5,576 | $6,838-18.5% | $7,888-29.3% | $5,124+8.8% |