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 | $102,714 | $72,492+41.7% | $87,100+17.9% | $72,985+40.7% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 37.48% | 24.46%+13.0pp | 28.19%+9.3pp | 81.00%-43.5pp |
| Employer contribution / active EE | $2,488 | $1,894+31.3% | $2,521-1.3% | $2,440+2.0% |
| Participant deferral / active EE | $5,627 | $3,270+72.1% | $4,049+39.0% | $3,607+56.0% |
| Admin fee / account holder | $4,931 | $5,055-2.5% | $7,497-34.2% | $5,124-3.8% |