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 | $100,508 | $95,453+5.3% | $112,040-10.3% | $82,448+21.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 15.05% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,617 | $2,318-30.2% | $2,954-45.2% | $2,551-36.6% |
| Participant deferral / active EE | $7,752 | $4,224+83.5% | $5,098+52.1% | $4,139+87.3% |
| Admin fee / account holder | $10,634 | $9,013+18.0% | $12,098-12.1% | $7,234+47.0% |