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 | $128,280 | $74,927+71.2% | $101,794+26.0% | $84,808+51.3% |
| Participation rate | 82.4% | 61.4%+21.0pp | 69.2%+13.2pp | 68.3%+14.1pp |
| Annual return | 16.16% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,275 | $1,522+115.2% | $2,289+43.1% | $2,631+24.5% |
| Participant deferral / active EE | $3,566 | $3,099+15.1% | $4,084-12.7% | $4,212-15.3% |
| Admin fee / account holder | $11,713 | $6,514+79.8% | $8,777+33.4% | $7,344+59.5% |