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 | $103,718 | $86,929+19.3% | $102,423+1.3% | $80,856+28.3% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 15.07% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,654 | $2,369+54.2% | $3,023+20.9% | $2,755+32.6% |
| Participant deferral / active EE | $7,767 | $4,118+88.6% | $5,053+53.7% | $4,296+80.8% |
| Admin fee / account holder | $2,956 | $8,049-63.3% | $9,451-68.7% | $6,918-57.3% |