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 | $88,961 | $86,929+2.3% | $102,423-13.1% | $80,856+10.0% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 16.66% | 18.88%-2.2pp | 29.32%-12.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,419 | $2,369+44.3% | $3,023+13.1% | $2,755+24.1% |
| Participant deferral / active EE | $6,880 | $4,118+67.1% | $5,053+36.2% | $4,296+60.2% |
| Admin fee / account holder | $11,136 | $8,049+38.4% | $9,451+17.8% | $6,918+61.0% |