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 | $114,333 | $86,929+31.5% | $102,423+11.6% | $80,856+41.4% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.3pp |
| Annual return | 17.52% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $10,881 | $2,369+359.2% | $3,023+259.9% | $2,755+295.0% |
| Participant deferral / active EE | $4,547 | $4,118+10.4% | $5,053-10.0% | $4,296+5.9% |
| Admin fee / account holder | $11,184 | $8,049+39.0% | $9,451+18.3% | $6,918+61.7% |