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 | $90,607 | $81,460+11.2% | $103,333-12.3% | $80,856+12.1% |
| Participation rate | 83.6% | 66.8%+16.8pp | 74.5%+9.1pp | 67.6%+16.0pp |
| Annual return | 22.73% | 25.55%-2.8pp | 24.88%-2.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $4,127 | $3,105+32.9% | $3,868+6.7% | $2,755+49.8% |
| Participant deferral / active EE | $6,648 | $3,869+71.8% | $5,057+31.5% | $4,296+54.8% |
| Admin fee / account holder | $5,413 | $6,566-17.6% | $8,355-35.2% | $6,918-21.8% |