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 | $134,086 | $95,803+40.0% | $113,168+18.5% | $84,808+58.1% |
| Participation rate | 84.1% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.8pp |
| Annual return | 20.06% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,872 | $2,360+21.7% | $2,975-3.5% | $2,631+9.2% |
| Participant deferral / active EE | $5,478 | $4,242+29.1% | $5,107+7.3% | $4,212+30.1% |
| Admin fee / account holder | $2,512 | $8,989-72.1% | $12,068-79.2% | $7,344-65.8% |