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 | $116,568 | $86,929+34.1% | $102,423+13.8% | $80,856+44.2% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 15.57% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,758 | $2,369+16.4% | $3,023-8.8% | $2,755+0.1% |
| Participant deferral / active EE | $8,178 | $4,118+98.6% | $5,053+61.9% | $4,296+90.4% |
| Admin fee / account holder | $3,180 | $8,049-60.5% | $9,451-66.4% | $6,918-54.0% |