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 | $97,655 | $86,929+12.3% | $102,423-4.7% | $80,856+20.8% |
| Participation rate | 87.0% | 72.4%+14.7pp | 76.5%+10.5pp | 67.6%+19.4pp |
| Annual return | 25.47% | 18.88%+6.6pp | 29.32%-3.9pp | 35.59%-10.1pp |
| Employer contribution / active EE | $2,096 | $2,369-11.5% | $3,023-30.7% | $2,755-23.9% |
| Participant deferral / active EE | $3,921 | $4,118-4.8% | $5,053-22.4% | $4,296-8.7% |
| Admin fee / account holder | $15,513 | $8,049+92.7% | $9,451+64.1% | $6,918+124.2% |