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 | $98,536 | $86,929+13.4% | $102,423-3.8% | $80,856+21.9% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.7pp |
| Annual return | 12.34% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,673 | $2,369+12.8% | $3,023-11.6% | $2,755-3.0% |
| Participant deferral / active EE | $6,192 | $4,118+50.4% | $5,053+22.5% | $4,296+44.1% |
| Admin fee / account holder | $2,014 | $8,049-75.0% | $9,451-78.7% | $6,918-70.9% |