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 | $81,446+11.2% | $103,374-12.4% | $80,874+12.0% |
| Participation rate | 83.6% | 66.9%+16.8pp | 74.5%+9.1pp | 67.6%+16.0pp |
| Annual return | 22.73% | 25.57%-2.8pp | 24.89%-2.2pp | 35.62%-12.9pp |
| Employer contribution / active EE | $4,127 | $3,107+32.8% | $3,869+6.7% | $2,756+49.8% |
| Participant deferral / active EE | $6,648 | $3,870+71.8% | $5,058+31.4% | $4,297+54.7% |
| Admin fee / account holder | $5,413 | $6,715-19.4% | $8,394-35.5% | $6,935-21.9% |