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 | $106,543 | $86,929+22.6% | $102,423+4.0% | $80,856+31.8% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 13.85% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,600 | $2,369+51.9% | $3,023+19.1% | $2,755+30.7% |
| Participant deferral / active EE | $7,454 | $4,118+81.0% | $5,053+47.5% | $4,296+73.5% |
| Admin fee / account holder | $10,927 | $8,049+35.8% | $9,451+15.6% | $6,918+57.9% |