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 | $194,238 | $86,929+123.4% | $102,423+89.6% | $80,856+140.2% |
| Participation rate | 78.7% | 72.4%+6.3pp | 76.5%+2.2pp | 67.6%+11.1pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,081 | $2,369+30.0% | $3,023+1.9% | $2,755+11.8% |
| Participant deferral / active EE | $5,834 | $4,118+41.7% | $5,053+15.5% | $4,296+35.8% |
| Admin fee / account holder | $2,054 | $8,049-74.5% | $9,451-78.3% | $6,918-70.3% |