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 | $113,992 | $86,929+31.1% | $102,423+11.3% | $80,856+41.0% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 13.73% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,449 | $2,369+3.4% | $3,023-19.0% | $2,755-11.1% |
| Participant deferral / active EE | $4,976 | $4,118+20.8% | $5,053-1.5% | $4,296+15.8% |
| Admin fee / account holder | $16,971 | $8,049+110.9% | $9,451+79.6% | $6,918+145.3% |