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 | $126,974 | $95,803+32.5% | $113,168+12.2% | $84,808+49.7% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,752 | $2,360+16.6% | $2,975-7.5% | $2,631+4.6% |
| Participant deferral / active EE | $8,923 | $4,242+110.3% | $5,107+74.7% | $4,212+111.9% |
| Admin fee / account holder | $28,207 | $8,989+213.8% | $12,068+133.7% | $7,344+284.1% |