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 | $102,909 | $99,341+3.6% | $84,750+21.4% | $273,961-62.4% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 8.14% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,622 | $4,214+9.7% | $3,574+29.3% | $4,869-5.1% |
| Participant deferral / active EE | $6,788 | $4,269+59.0% | $3,712+82.9% | $5,287+28.4% |
| Admin fee / account holder | $10,091 | $6,644+51.9% | $5,332+89.2% | $10,132-0.4% |