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 | $136,444 | $108,825+25.4% | $156,181-12.6% | $82,448+65.5% |
| Participation rate | 95.8% | 72.4%+23.5pp | 78.8%+17.0pp | 68.1%+27.8pp |
| Annual return | 16.70% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,189 | $2,870+11.1% | $4,294-25.7% | $2,551+25.0% |
| Participant deferral / active EE | $7,430 | $4,577+62.3% | $6,132+21.2% | $4,139+79.5% |
| Admin fee / account holder | $15,518 | $9,341+66.1% | $14,586+6.4% | $7,234+114.5% |