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 | $133,219 | $95,453+39.6% | $112,040+18.9% | $82,448+61.6% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 15.62% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,751 | $2,318-24.5% | $2,954-40.7% | $2,551-31.4% |
| Participant deferral / active EE | $4,383 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $2,697 | $9,013-70.1% | $12,098-77.7% | $7,234-62.7% |