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 | $124,332 | $109,413+13.6% | $156,263-20.4% | $84,808+46.6% |
| Participation rate | 89.6% | 72.7%+16.9pp | 78.9%+10.6pp | 68.3%+21.2pp |
| Annual return | 14.98% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,555 | $2,907+22.3% | $4,333-17.9% | $2,631+35.1% |
| Participant deferral / active EE | $5,792 | $4,590+26.2% | $6,158-6.0% | $4,212+37.5% |
| Admin fee / account holder | $9,273 | $9,357-0.9% | $14,255-34.9% | $7,344+26.3% |