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 | $87,495 | $86,929+0.7% | $102,423-14.6% | $80,856+8.2% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 13.49% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,642 | $2,369+138.1% | $3,023+86.6% | $2,755+104.8% |
| Participant deferral / active EE | $14,008 | $4,118+240.1% | $5,053+177.2% | $4,296+226.1% |
| Admin fee / account holder | $32,073 | $8,049+298.5% | $9,451+239.4% | $6,918+363.6% |