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 | $141,229 | $138,347+2.1% | $184,203-23.3% | $80,856+74.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 86.8%+8.4pp | 67.6%+27.6pp |
| Annual return | 18.81% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $5,624 | $4,850+15.9% | $6,427-12.5% | $2,755+104.1% |
| Participant deferral / active EE | $13,669 | $7,071+93.3% | $9,131+49.7% | $4,296+218.2% |
| Admin fee / account holder | $35,097 | $10,483+234.8% | $13,901+152.5% | $6,918+407.3% |