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 | $102,678 | $86,929+18.1% | $102,423+0.2% | $80,856+27.0% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 14.35% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,190 | $2,369+34.6% | $3,023+5.5% | $2,755+15.8% |
| Participant deferral / active EE | $5,257 | $4,118+27.6% | $5,053+4.0% | $4,296+22.4% |
| Admin fee / account holder | $7,616 | $8,049-5.4% | $9,451-19.4% | $6,918+10.1% |