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 | $113,024 | $95,453+18.4% | $112,040+0.9% | $82,448+37.1% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 18.31% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,184 | $2,318+80.5% | $2,954+41.6% | $2,551+64.0% |
| Participant deferral / active EE | $5,748 | $4,224+36.1% | $5,098+12.8% | $4,139+38.9% |
| Admin fee / account holder | $11,731 | $9,013+30.2% | $12,098-3.0% | $7,234+62.2% |