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 | $117,903 | $95,803+23.1% | $113,168+4.2% | $84,808+39.0% |
| Participation rate | 95.1% | 72.9%+22.2pp | 76.6%+18.5pp | 68.3%+26.8pp |
| Annual return | 14.72% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,541 | $2,360+7.7% | $2,975-14.6% | $2,631-3.4% |
| Participant deferral / active EE | $5,426 | $4,242+27.9% | $5,107+6.2% | $4,212+28.8% |
| Admin fee / account holder | $4,351 | $8,989-51.6% | $12,068-63.9% | $7,344-40.8% |