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 | $126,615 | $95,803+32.2% | $113,168+11.9% | $84,808+49.3% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 14.70% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,095 | $2,360-53.6% | $2,975-63.2% | $2,631-58.4% |
| Participant deferral / active EE | $6,292 | $4,242+48.3% | $5,107+23.2% | $4,212+49.4% |
| Admin fee / account holder | $15,100 | $8,989+68.0% | $12,068+25.1% | $7,344+105.6% |