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 | $103,294 | $86,922+18.8% | $102,438+0.8% | $80,874+27.7% |
| Participation rate | 94.4% | 72.4%+22.0pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 13.45% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $5,121 | $2,369+116.1% | $3,024+69.4% | $2,756+85.8% |
| Participant deferral / active EE | $3,709 | $4,119-10.0% | $5,054-26.6% | $4,297-13.7% |
| Admin fee / account holder | $9,830 | $8,050+22.1% | $9,448+4.0% | $6,935+41.7% |