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 | $124,763 | $95,803+30.2% | $113,168+10.2% | $84,808+47.1% |
| Participation rate | 81.7% | 72.9%+8.8pp | 76.6%+5.1pp | 68.3%+13.4pp |
| Annual return | 13.50% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,897 | $2,360+22.7% | $2,975-2.6% | $2,631+10.1% |
| Participant deferral / active EE | $5,991 | $4,242+41.2% | $5,107+17.3% | $4,212+42.2% |
| Admin fee / account holder | $5,405 | $8,989-39.9% | $12,068-55.2% | $7,344-26.4% |