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 3-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 | $89,172 | $86,929+2.6% | $102,423-12.9% | $80,856+10.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.28% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,506 | $2,369+132.4% | $3,023+82.1% | $2,755+99.9% |
| Participant deferral / active EE | $13,879 | $4,118+237.0% | $5,053+174.7% | $4,296+223.1% |
| Admin fee / account holder | $11,163 | $8,049+38.7% | $9,451+18.1% | $6,918+61.4% |