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 | $88,814 | $72,277+22.9% | $101,248-12.3% | $79,858+11.2% |
| Participation rate | 96.3% | 68.5%+27.9pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 15.56% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,894 | $2,692-29.6% | $3,660-48.2% | $2,471-23.3% |
| Participant deferral / active EE | $3,146 | $3,282-4.1% | $4,370-28.0% | $3,740-15.9% |
| Admin fee / account holder | $2,785 | $4,400-36.7% | $5,945-53.2% | $5,306-47.5% |