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 | $104,435 | $95,453+9.4% | $112,040-6.8% | $82,448+26.7% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 14.29% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,671 | $2,318+58.4% | $2,954+24.3% | $2,551+43.9% |
| Participant deferral / active EE | $5,378 | $4,224+27.3% | $5,098+5.5% | $4,139+29.9% |
| Admin fee / account holder | $11,337 | $9,013+25.8% | $12,098-6.3% | $7,234+56.7% |