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 | $153,061 | $95,453+60.4% | $112,040+36.6% | $82,448+85.6% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.5%+18.4pp | 68.1%+26.8pp |
| Annual return | 15.02% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,664 | $2,318+15.0% | $2,954-9.8% | $2,551+4.4% |
| Participant deferral / active EE | $5,402 | $4,224+27.9% | $5,098+6.0% | $4,139+30.5% |
| Admin fee / account holder | $24,399 | $9,013+170.7% | $12,098+101.7% | $7,234+237.3% |