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 | $142,924 | $123,793+15.5% | $177,821-19.6% | $79,858+79.0% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 28.82% | 22.82%+6.0pp | 48.32%-19.5pp | 31.71%-2.9pp |
| Employer contribution / active EE | $2,034 | $4,095-50.3% | $5,918-65.6% | $2,471-17.7% |
| Participant deferral / active EE | $9,526 | $5,956+59.9% | $7,714+23.5% | $3,740+154.7% |
| Admin fee / account holder | $10,272 | $7,243+41.8% | $12,427-17.3% | $5,306+93.6% |