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 | $120,607 | $86,929+38.7% | $102,423+17.8% | $80,856+49.2% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.6%+26.6pp |
| Annual return | 12.18% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,177 | $2,369+34.1% | $3,023+5.1% | $2,755+15.3% |
| Participant deferral / active EE | $5,711 | $4,118+38.7% | $5,053+13.0% | $4,296+33.0% |
| Admin fee / account holder | $7,367 | $8,049-8.5% | $9,451-22.1% | $6,918+6.5% |