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 | $98,007 | $83,477+17.4% | $125,175-21.7% | $72,985+34.3% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 30.02% | 25.78%+4.2pp | 43.79%-13.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $3,647 | $2,345+55.5% | $3,865-5.6% | $2,440+49.5% |
| Participant deferral / active EE | $7,535 | $3,585+110.2% | $4,937+52.6% | $3,607+108.9% |
| Admin fee / account holder | $6,699 | $5,517+21.4% | $9,702-31.0% | $5,124+30.7% |