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 | $122,088 | $94,625+29.0% | $116,228+5.0% | $84,808+44.0% |
| Participation rate | 87.2% | 70.4%+16.7pp | 74.6%+12.6pp | 68.3%+18.9pp |
| Annual return | 15.11% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,501 | $2,347-36.0% | $2,994-49.9% | $2,631-42.9% |
| Participant deferral / active EE | $5,707 | $3,972+43.7% | $4,953+15.2% | $4,212+35.5% |
| Admin fee / account holder | $12,476 | $10,091+23.6% | $11,989+4.1% | $7,344+69.9% |