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 | $138,750 | $109,413+26.8% | $156,263-11.2% | $84,808+63.6% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 17.60% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,406 | $2,907-17.2% | $4,333-44.5% | $2,631-8.5% |
| Participant deferral / active EE | $4,513 | $4,590-1.7% | $6,158-26.7% | $4,212+7.1% |
| Admin fee / account holder | $4,467 | $9,357-52.3% | $14,255-68.7% | $7,344-39.2% |