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 | $102,617 | $78,672+30.4% | $109,143-6.0% | $85,850+19.5% |
| Participation rate | 71.1% | 68.3%+2.8pp | 75.9%-4.8pp | 69.3%+1.8pp |
| Annual return | 29.07% | 25.09%+4.0pp | 25.75%+3.3pp | 318.53%-289.5pp |
| Employer contribution / active EE | $1,282 | $2,735-53.1% | $3,722-65.6% | $2,565-50.0% |
| Participant deferral / active EE | $3,690 | $3,467+6.4% | $4,653-20.7% | $3,952-6.6% |
| Admin fee / account holder | $7,923 | $5,469+44.9% | $6,752+17.3% | $6,260+26.6% |