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 | $86,290 | $94,031-8.2% | $115,768-25.5% | $82,448+4.7% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.4%+14.8pp | 68.1%+21.2pp |
| Annual return | 19.95% | 20.61%-0.7pp | 100.46%-80.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,083 | $2,323+32.7% | $2,940+4.9% | $2,551+20.9% |
| Participant deferral / active EE | $9,637 | $3,972+142.6% | $4,917+96.0% | $4,139+132.8% |
| Admin fee / account holder | $14,792 | $10,249+44.3% | $12,439+18.9% | $7,234+104.5% |