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 | $102,935 | $89,753+14.7% | $107,525-4.3% | $84,808+21.4% |
| Participation rate | 89.8% | 68.1%+21.8pp | 75.1%+14.8pp | 68.3%+21.5pp |
| Annual return | 27.79% | 29.48%-1.7pp | 181.32%-153.5pp | 40.90%-13.1pp |
| Employer contribution / active EE | $3,495 | $3,113+12.2% | $3,754-6.9% | $2,631+32.8% |
| Participant deferral / active EE | $6,202 | $4,056+52.9% | $5,116+21.2% | $4,212+47.3% |
| Admin fee / account holder | $5,146 | $7,222-28.7% | $8,919-42.3% | $7,344-29.9% |