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 | $115,829 | $73,787+57.0% | $98,716+17.3% | $82,448+40.5% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.3%+4.8pp | 68.1%+6.1pp |
| Annual return | 17.23% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,085 | $1,511+37.9% | $2,279-8.5% | $2,551-18.3% |
| Participant deferral / active EE | $3,960 | $3,081+28.5% | $4,048-2.2% | $4,139-4.3% |
| Admin fee / account holder | $5,053 | $6,500-22.3% | $8,703-41.9% | $7,234-30.2% |