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 | $109,962 | $86,929+26.5% | $102,423+7.4% | $80,856+36.0% |
| Participation rate | 88.6% | 72.4%+16.3pp | 76.5%+12.1pp | 67.6%+21.0pp |
| Annual return | 12.11% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,072 | $2,369+29.7% | $3,023+1.6% | $2,755+11.5% |
| Participant deferral / active EE | $7,948 | $4,118+93.0% | $5,053+57.3% | $4,296+85.0% |
| Admin fee / account holder | $9,531 | $8,049+18.4% | $9,451+0.8% | $6,918+37.8% |