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 | $141,284 | $86,929+62.5% | $102,423+37.9% | $80,856+74.7% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 13.45% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,529 | $2,369+48.9% | $3,023+16.7% | $2,755+28.1% |
| Participant deferral / active EE | $4,257 | $4,118+3.4% | $5,053-15.8% | $4,296-0.9% |
| Admin fee / account holder | $5,196 | $8,049-35.4% | $9,451-45.0% | $6,918-24.9% |