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 | $95,453+32.6% | $112,040+13.0% | $82,448+53.6% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.5%+9.9pp | 68.1%+18.3pp |
| Annual return | 14.70% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,095 | $2,318-52.8% | $2,954-62.9% | $2,551-57.1% |
| Participant deferral / active EE | $6,292 | $4,224+49.0% | $5,098+23.4% | $4,139+52.0% |
| Admin fee / account holder | $15,100 | $9,013+67.5% | $12,098+24.8% | $7,234+108.7% |