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 | $103,485 | $72,277+43.2% | $101,248+2.2% | $79,858+29.6% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 16.74% | 22.30%-5.6pp | 46.47%-29.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,838 | $2,692+5.4% | $3,660-22.4% | $2,471+14.9% |
| Participant deferral / active EE | $5,310 | $3,282+61.8% | $4,370+21.5% | $3,740+42.0% |
| Admin fee / account holder | $3,626 | $4,400-17.6% | $5,945-39.0% | $5,306-31.7% |