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 | $94,448 | $81,446+16.0% | $103,374-8.6% | $80,874+16.8% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 13.71% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $4,067 | $3,107+30.9% | $3,869+5.1% | $2,756+47.6% |
| Participant deferral / active EE | $7,989 | $3,870+106.4% | $5,058+58.0% | $4,297+85.9% |
| Admin fee / account holder | $8,370 | $6,715+24.6% | $8,394-0.3% | $6,935+20.7% |