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 | $128,268 | $58,851+118.0% | $115,157+11.4% | $72,985+75.7% |
| Participation rate | 95.7% | 65.5%+30.1pp | 75.9%+19.7pp | 69.5%+26.2pp |
| Annual return | 23.07% | 23.16%-0.1pp | 35.60%-12.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,876 | $1,798+4.3% | $3,179-41.0% | $2,440-23.1% |
| Participant deferral / active EE | $3,835 | $2,643+45.1% | $4,168-8.0% | $3,607+6.3% |
| Admin fee / account holder | $9,023 | $6,370+41.7% | $7,088+27.3% | $5,124+76.1% |