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 | $142,809 | $123,793+15.4% | $177,821-19.7% | $79,858+78.8% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 24.83% | 22.82%+2.0pp | 48.32%-23.5pp | 31.71%-6.9pp |
| Employer contribution / active EE | $4,575 | $4,095+11.7% | $5,918-22.7% | $2,471+85.2% |
| Participant deferral / active EE | $5,126 | $5,956-13.9% | $7,714-33.6% | $3,740+37.0% |
| Admin fee / account holder | $23,362 | $7,243+222.6% | $12,427+88.0% | $5,306+340.3% |