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 | $105,377 | $79,944+31.8% | $98,439+7.0% | $75,163+40.2% |
| Participation rate | 78.7% | 70.4%+8.3pp | 75.2%+3.5pp | 67.2%+11.5pp |
| Annual return | 20.30% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $3,430 | $2,264+51.5% | $3,048+12.5% | $2,670+28.5% |
| Participant deferral / active EE | $5,649 | $3,752+50.6% | $4,738+19.2% | $4,125+37.0% |
| Admin fee / account holder | $8,949 | $6,840+30.8% | $8,9480% | $5,651+58.4% |