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 | $136,804 | $106,749+28.2% | $145,433-5.9% | $82,448+65.9% |
| Participation rate | 94.6% | 75.6%+19.0pp | 82.1%+12.5pp | 68.1%+26.6pp |
| Annual return | 16.37% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,295 | $3,444-33.4% | $4,554-49.6% | $2,551-10.0% |
| Participant deferral / active EE | $11,133 | $6,519+70.8% | $7,897+41.0% | $4,139+169.0% |
| Admin fee / account holder | $9,540 | $8,390+13.7% | $13,129-27.3% | $7,234+31.9% |