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 | $125,445 | $95,803+30.9% | $113,168+10.8% | $84,808+47.9% |
| Participation rate | 86.8% | 72.9%+13.9pp | 76.6%+10.2pp | 68.3%+18.5pp |
| Annual return | 12.49% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,923 | $2,360+23.8% | $2,975-1.8% | $2,631+11.1% |
| Participant deferral / active EE | $3,941 | $4,242-7.1% | $5,107-22.8% | $4,212-6.4% |
| Admin fee / account holder | $5,273 | $8,989-41.3% | $12,068-56.3% | $7,344-28.2% |