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 | $114,166 | $95,803+19.2% | $113,168+0.9% | $84,808+34.6% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,724 | $2,360+15.4% | $2,975-8.4% | $2,631+3.5% |
| Participant deferral / active EE | $5,809 | $4,242+36.9% | $5,107+13.8% | $4,212+37.9% |
| Admin fee / account holder | $1,821 | $8,989-79.7% | $12,068-84.9% | $7,344-75.2% |