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 | $130,706 | $81,460+60.5% | $103,333+26.5% | $80,856+61.7% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 15.93% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,673 | $3,105-13.9% | $3,868-30.9% | $2,755-3.0% |
| Participant deferral / active EE | $4,085 | $3,869+5.6% | $5,057-19.2% | $4,296-4.9% |
| Admin fee / account holder | $3,149 | $6,566-52.1% | $8,355-62.3% | $6,918-54.5% |