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 | $97,069 | $86,929+11.7% | $102,423-5.2% | $80,856+20.1% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.6%+23.2pp |
| Annual return | 13.87% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,864 | $2,369+20.9% | $3,023-5.3% | $2,755+4.0% |
| Participant deferral / active EE | $6,207 | $4,118+50.7% | $5,053+22.8% | $4,296+44.5% |
| Admin fee / account holder | $12,199 | $8,049+51.6% | $9,451+29.1% | $6,918+76.3% |