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 | $105,658 | $95,453+10.7% | $112,040-5.7% | $82,448+28.2% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.5%+10.5pp | 68.1%+18.9pp |
| Annual return | 17.79% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,027 | $2,318+30.6% | $2,954+2.5% | $2,551+18.7% |
| Participant deferral / active EE | $5,508 | $4,224+30.4% | $5,098+8.0% | $4,139+33.1% |
| Admin fee / account holder | $2,751 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |