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 | $86,868 | $86,929-0.1% | $102,423-15.2% | $80,856+7.4% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 13.14% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $5,056 | $2,369+113.4% | $3,023+67.2% | $2,755+83.5% |
| Participant deferral / active EE | $5,846 | $4,118+41.9% | $5,053+15.7% | $4,296+36.1% |
| Admin fee / account holder | $15,480 | $8,049+92.3% | $9,451+63.8% | $6,918+123.8% |