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 | $116,158 | $78,672+47.6% | $109,143+6.4% | $85,850+35.3% |
| Participation rate | 87.1% | 68.3%+18.8pp | 75.9%+11.2pp | 69.3%+17.7pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,764 | $2,735+1.1% | $3,722-25.7% | $2,565+7.8% |
| Participant deferral / active EE | $6,006 | $3,467+73.2% | $4,653+29.1% | $3,952+52.0% |
| Admin fee / account holder | $8,336 | $5,469+52.4% | $6,752+23.4% | $6,260+33.2% |