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 | $121,215 | $86,929+39.4% | $102,423+18.3% | $80,856+49.9% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 13.57% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,003 | $2,369+26.7% | $3,023-0.7% | $2,755+9.0% |
| Participant deferral / active EE | $9,543 | $4,118+131.7% | $5,053+88.9% | $4,296+122.2% |
| Admin fee / account holder | $13,523 | $8,049+68.0% | $9,451+43.1% | $6,918+95.5% |