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 | $80,899 | $72,277+11.9% | $101,248-20.1% | $79,858+1.3% |
| Participation rate | 83.6% | 68.5%+15.2pp | 75.8%+7.8pp | 69.6%+14.0pp |
| Annual return | 16.51% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,159 | $2,692+17.4% | $3,660-13.7% | $2,471+27.9% |
| Participant deferral / active EE | $5,192 | $3,282+58.2% | $4,370+18.8% | $3,740+38.8% |
| Admin fee / account holder | $5,456 | $4,400+24.0% | $5,945-8.2% | $5,306+2.8% |