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 | $134,321 | $95,803+40.2% | $113,168+18.7% | $84,808+58.4% |
| Participation rate | 98.0% | 72.9%+25.2pp | 76.6%+21.5pp | 68.3%+29.7pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,880 | $2,360+22.1% | $2,975-3.2% | $2,631+9.5% |
| Participant deferral / active EE | $8,852 | $4,242+108.7% | $5,107+73.3% | $4,212+110.2% |
| Admin fee / account holder | $12,078 | $8,989+34.4% | $12,068+0.1% | $7,344+64.5% |