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 | $104,148 | $86,929+19.8% | $102,423+1.7% | $80,856+28.8% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 24.06% | 18.88%+5.2pp | 29.32%-5.3pp | 35.59%-11.5pp |
| Employer contribution / active EE | $2,831 | $2,369+19.5% | $3,023-6.4% | $2,755+2.8% |
| Participant deferral / active EE | $7,073 | $4,118+71.7% | $5,053+40.0% | $4,296+64.7% |
| Admin fee / account holder | $5,225 | $8,049-35.1% | $9,451-44.7% | $6,918-24.5% |