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 | $100,127 | $86,929+15.2% | $102,423-2.2% | $80,856+23.8% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.5pp |
| Annual return | 10.98% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,581 | $2,369+8.9% | $3,023-14.6% | $2,755-6.3% |
| Participant deferral / active EE | $4,371 | $4,118+6.1% | $5,053-13.5% | $4,296+1.7% |
| Admin fee / account holder | $19,280 | $8,049+139.5% | $9,451+104.0% | $6,918+178.7% |