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 | $86,171 | $86,929-0.9% | $102,423-15.9% | $80,856+6.6% |
| Participation rate | 74.5% | 72.4%+2.1pp | 76.5%-2.0pp | 67.6%+6.8pp |
| Annual return | 30.27% | 18.88%+11.4pp | 29.32%+1.0pp | 35.59%-5.3pp |
| Employer contribution / active EE | $3,079 | $2,369+30.0% | $3,023+1.9% | $2,755+11.8% |
| Participant deferral / active EE | $8,654 | $4,118+110.1% | $5,053+71.3% | $4,296+101.5% |
| Admin fee / account holder | $33,676 | $8,049+318.4% | $9,451+256.3% | $6,918+386.8% |