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 | $110,599 | $86,929+27.2% | $102,423+8.0% | $80,856+36.8% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 13.07% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,388 | $2,369+85.2% | $3,023+45.1% | $2,755+59.3% |
| Participant deferral / active EE | $3,203 | $4,118-22.2% | $5,053-36.6% | $4,296-25.4% |
| Admin fee / account holder | $16,688 | $8,049+107.3% | $9,451+76.6% | $6,918+141.2% |