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 | $109,283 | $94,031+16.2% | $115,768-5.6% | $82,448+32.5% |
| Participation rate | 84.4% | 70.4%+14.0pp | 74.4%+10.0pp | 68.1%+16.3pp |
| Annual return | 14.72% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,322 | $2,323+129.1% | $2,940+81.0% | $2,551+108.6% |
| Participant deferral / active EE | $6,454 | $3,972+62.5% | $4,917+31.3% | $4,139+55.9% |
| Admin fee / account holder | $7,465 | $10,249-27.2% | $12,439-40.0% | $7,234+3.2% |