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 | $130,671 | $95,803+36.4% | $113,168+15.5% | $84,808+54.1% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 15.18% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,044 | $2,360-13.4% | $2,975-31.3% | $2,631-22.3% |
| Participant deferral / active EE | $3,197 | $4,242-24.6% | $5,107-37.4% | $4,212-24.1% |
| Admin fee / account holder | $6,519 | $8,989-27.5% | $12,068-46.0% | $7,344-11.2% |