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 | $122,638 | $88,042+39.3% | $138,135-11.2% | $79,858+53.6% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.7%+4.6pp | 69.6%+13.7pp |
| Annual return | 17.47% | 20.58%-3.1pp | 20.51%-3.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,946 | $3,103-5.1% | $5,587-47.3% | $2,471+19.2% |
| Participant deferral / active EE | $8,040 | $4,704+70.9% | $6,431+25.0% | $3,740+115.0% |
| Admin fee / account holder | $32,453 | $7,791+316.5% | $11,856+173.7% | $5,306+511.6% |