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 | $136,599 | $109,413+24.8% | $156,263-12.6% | $84,808+61.1% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 18.27% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,294 | $2,907-21.1% | $4,333-47.1% | $2,631-12.8% |
| Participant deferral / active EE | $5,208 | $4,590+13.5% | $6,158-15.4% | $4,212+23.7% |
| Admin fee / account holder | $6,336 | $9,357-32.3% | $14,255-55.6% | $7,344-13.7% |