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 | $120,557 | $86,929+38.7% | $102,423+17.7% | $80,856+49.1% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.6pp |
| Annual return | 22.92% | 18.88%+4.0pp | 29.32%-6.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $766 | $2,369-67.7% | $3,023-74.7% | $2,755-72.2% |
| Participant deferral / active EE | $6,005 | $4,118+45.8% | $5,053+18.8% | $4,296+39.8% |
| Admin fee / account holder | $15,507 | $8,049+92.7% | $9,451+64.1% | $6,918+124.2% |