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 | $114,094 | $86,929+31.2% | $102,423+11.4% | $80,856+41.1% |
| Participation rate | 97.3% | 72.4%+25.0pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 14.48% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,141 | $2,369+32.6% | $3,023+3.9% | $2,755+14.0% |
| Participant deferral / active EE | $5,621 | $4,118+36.5% | $5,053+11.2% | $4,296+30.9% |
| Admin fee / account holder | $16,322 | $8,049+102.8% | $9,451+72.7% | $6,918+135.9% |