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 | $103,580 | $77,503+33.6% | $100,391+3.2% | $80,856+28.1% |
| Participation rate | 78.9% | 76.9%+1.9pp | 81.5%-2.6pp | 67.6%+11.2pp |
| Annual return | 18.54% | 37.20%-18.7pp | 49.20%-30.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,712 | $2,801+32.5% | $3,942-5.8% | $2,755+34.7% |
| Participant deferral / active EE | $8,997 | $6,820+31.9% | $8,082+11.3% | $4,296+109.4% |
| Admin fee / account holder | $7,187 | $5,897+21.9% | $7,899-9.0% | $6,918+3.9% |