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 | $123,327 | $88,672+39.1% | $105,223+17.2% | $82,448+49.6% |
| Participation rate | 94.0% | 67.9%+26.1pp | 75.0%+19.0pp | 68.1%+26.0pp |
| Annual return | 13.07% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,553 | $3,048-49.0% | $3,689-57.9% | $2,551-39.1% |
| Participant deferral / active EE | $4,132 | $4,036+2.4% | $5,072-18.5% | $4,139-0.2% |
| Admin fee / account holder | $8,009 | $7,146+12.1% | $8,859-9.6% | $7,234+10.7% |