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 | $90,010 | $83,477+7.8% | $125,175-28.1% | $72,985+23.3% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 26.44% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.6pp |
| Employer contribution / active EE | $3,117 | $2,345+32.9% | $3,865-19.4% | $2,440+27.7% |
| Participant deferral / active EE | $6,963 | $3,585+94.2% | $4,937+41.0% | $3,607+93.0% |
| Admin fee / account holder | $1,324 | $5,517-76.0% | $9,702-86.4% | $5,124-74.2% |