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 | $100,787 | $86,922+16.0% | $102,438-1.6% | $80,874+24.6% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 13.64% | 18.90%-5.3pp | 29.37%-15.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $3,461 | $2,369+46.0% | $3,024+14.4% | $2,756+25.6% |
| Participant deferral / active EE | $3,104 | $4,119-24.6% | $5,054-38.6% | $4,297-27.8% |
| Admin fee / account holder | $4,651 | $8,050-42.2% | $9,448-50.8% | $6,935-32.9% |