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 | $126,228 | $109,413+15.4% | $156,263-19.2% | $84,808+48.8% |
| Participation rate | 90.7% | 72.7%+18.0pp | 78.9%+11.8pp | 68.3%+22.4pp |
| Annual return | 15.61% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,793 | $2,907-3.9% | $4,333-35.5% | $2,631+6.2% |
| Participant deferral / active EE | $7,130 | $4,590+55.4% | $6,158+15.8% | $4,212+69.3% |
| Admin fee / account holder | $5,262 | $9,357-43.8% | $14,255-63.1% | $7,344-28.3% |