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 | $101,170 | $86,929+16.4% | $102,423-1.2% | $80,856+25.1% |
| Participation rate | 73.2% | 72.4%+0.9pp | 76.5%-3.3pp | 67.6%+5.6pp |
| Annual return | 14.84% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,196 | $2,369+77.1% | $3,023+38.8% | $2,755+52.3% |
| Participant deferral / active EE | $5,723 | $4,118+39.0% | $5,053+13.3% | $4,296+33.2% |
| Admin fee / account holder | $8,692 | $8,049+8.0% | $9,451-8.0% | $6,918+25.6% |