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 | $102,083 | $86,929+17.4% | $102,423-0.3% | $80,856+26.3% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.6%+27.7pp |
| Annual return | 13.09% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,275 | $2,369+122.7% | $3,023+74.5% | $2,755+91.5% |
| Participant deferral / active EE | $4,889 | $4,118+18.7% | $5,053-3.2% | $4,296+13.8% |
| Admin fee / account holder | $8,795 | $8,049+9.3% | $9,451-6.9% | $6,918+27.1% |