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 | $120,898 | $86,929+39.1% | $102,423+18.0% | $80,856+49.5% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 15.62% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,561 | $2,369+8.1% | $3,023-15.3% | $2,755-7.0% |
| Participant deferral / active EE | $4,420 | $4,118+7.3% | $5,053-12.5% | $4,296+2.9% |
| Admin fee / account holder | $5,501 | $8,049-31.7% | $9,451-41.8% | $6,918-20.5% |