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 | $116,707 | $95,803+21.8% | $113,168+3.1% | $84,808+37.6% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 18.00% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,121 | $2,360+32.2% | $2,975+4.9% | $2,631+18.6% |
| Participant deferral / active EE | $6,378 | $4,242+50.4% | $5,107+24.9% | $4,212+51.4% |
| Admin fee / account holder | $24,696 | $8,989+174.7% | $12,068+104.6% | $7,344+236.3% |