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 | $132,514 | $109,881+20.6% | $150,045-11.7% | $84,808+56.3% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $5,448 | $3,561+53.0% | $4,693+16.1% | $2,631+107.1% |
| Participant deferral / active EE | $10,092 | $6,636+52.1% | $7,997+26.2% | $4,212+139.6% |
| Admin fee / account holder | $3,418 | $8,568-60.1% | $13,435-74.6% | $7,344-53.5% |