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 | $104,968 | $94,031+11.6% | $115,768-9.3% | $82,448+27.3% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.4%+12.3pp | 68.1%+18.6pp |
| Annual return | 12.87% | 20.61%-7.7pp | 100.46%-87.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,054 | $2,323-11.6% | $2,940-30.1% | $2,551-19.5% |
| Participant deferral / active EE | $5,398 | $3,972+35.9% | $4,917+9.8% | $4,139+30.4% |
| Admin fee / account holder | $16,566 | $10,249+61.6% | $12,439+33.2% | $7,234+129.0% |