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 | $96,096 | $86,929+10.5% | $102,423-6.2% | $80,856+18.8% |
| Participation rate | 89.1% | 72.4%+16.8pp | 76.5%+12.6pp | 67.6%+21.5pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,401 | $2,369+1.3% | $3,023-20.6% | $2,755-12.8% |
| Participant deferral / active EE | $3,926 | $4,118-4.7% | $5,053-22.3% | $4,296-8.6% |
| Admin fee / account holder | $6,224 | $8,049-22.7% | $9,451-34.1% | $6,918-10.0% |