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 | $100,248 | $72,492+38.3% | $87,100+15.1% | $72,985+37.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 17.88% | 24.46%-6.6pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,085 | $1,894+10.1% | $2,521-17.3% | $2,440-14.5% |
| Participant deferral / active EE | $4,682 | $3,270+43.2% | $4,049+15.6% | $3,607+29.8% |
| Admin fee / account holder | $7,026 | $5,055+39.0% | $7,497-6.3% | $5,124+37.1% |