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 | $130,203 | $87,733+48.4% | $106,548+22.2% | $85,850+51.7% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 21.57% | 21.86%-0.3pp | 26.80%-5.2pp | 318.53%-297.0pp |
| Employer contribution / active EE | $3,175 | $2,073+53.1% | $2,819+12.6% | $2,565+23.8% |
| Participant deferral / active EE | $8,050 | $3,469+132.0% | $4,398+83.0% | $3,952+103.7% |
| Admin fee / account holder | $6,134 | $6,767-9.4% | $7,407-17.2% | $6,260-2.0% |