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 | $134,502 | $80,968+66.1% | $96,544+39.3% | $75,163+78.9% |
| Participation rate | 84.4% | 71.8%+12.7pp | 76.0%+8.5pp | 67.2%+17.3pp |
| Annual return | 27.52% | 27.06%+0.5pp | 25.84%+1.7pp | 160.62%-133.1pp |
| Employer contribution / active EE | $4,766 | $2,282+108.9% | $2,965+60.7% | $2,670+78.5% |
| Participant deferral / active EE | $4,828 | $3,928+22.9% | $4,851-0.5% | $4,125+17.1% |
| Admin fee / account holder | $3,562 | $6,724-47.0% | $8,252-56.8% | $5,651-37.0% |