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 | $79,704 | $76,367+4.4% | $93,606-14.9% | $72,985+9.2% |
| Participation rate | 84.8% | 71.7%+13.0pp | 75.8%+9.0pp | 69.5%+15.3pp |
| Annual return | 24.20% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,750 | $2,275+20.8% | $2,718+1.2% | $2,440+12.7% |
| Participant deferral / active EE | $4,708 | $3,538+33.1% | $4,069+15.7% | $3,607+30.5% |
| Admin fee / account holder | $9,689 | $6,838+41.7% | $7,888+22.8% | $5,124+89.1% |