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 | $154,639 | $77,896+98.5% | $134,172+15.3% | $82,448+87.6% |
| Participation rate | 74.6% | 62.8%+11.8pp | 72.5%+2.2pp | 68.1%+6.6pp |
| Annual return | 18.91% | 18.21%+0.7pp | 25.30%-6.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,941 | $2,159+128.8% | $3,420+44.5% | $2,551+93.7% |
| Participant deferral / active EE | $7,455 | $3,162+135.8% | $4,690+58.9% | $4,139+80.1% |
| Admin fee / account holder | $13,205 | $6,336+108.4% | $12,016+9.9% | $7,234+82.5% |