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 | $110,955 | $80,968+37.0% | $96,544+14.9% | $75,163+47.6% |
| Participation rate | 75.7% | 71.8%+3.9pp | 76.0%-0.3pp | 67.2%+8.5pp |
| Annual return | 17.90% | 27.06%-9.2pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,799 | $2,282+22.7% | $2,965-5.6% | $2,670+4.8% |
| Participant deferral / active EE | $9,101 | $3,928+131.7% | $4,851+87.6% | $4,125+120.6% |
| Admin fee / account holder | $16,563 | $6,724+146.3% | $8,252+100.7% | $5,651+193.1% |