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 | $119,829 | $72,492+65.3% | $87,100+37.6% | $72,985+64.2% |
| Participation rate | 77.0% | 72.8%+4.2pp | 76.9%+0.1pp | 69.5%+7.5pp |
| Annual return | 21.58% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,532 | $1,894+33.7% | $2,521+0.4% | $2,440+3.8% |
| Participant deferral / active EE | $4,548 | $3,270+39.1% | $4,049+12.3% | $3,607+26.1% |
| Admin fee / account holder | $5,909 | $5,055+16.9% | $7,497-21.2% | $5,124+15.3% |