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 | $88,412 | $81,460+8.5% | $103,333-14.4% | $80,856+9.3% |
| Participation rate | 85.3% | 66.8%+18.4pp | 74.5%+10.8pp | 67.6%+17.7pp |
| Annual return | 13.19% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,434 | $3,105+42.8% | $3,868+14.7% | $2,755+61.0% |
| Participant deferral / active EE | $6,598 | $3,869+70.5% | $5,057+30.5% | $4,296+53.6% |
| Admin fee / account holder | $9,033 | $6,566+37.6% | $8,355+8.1% | $6,918+30.6% |