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 | $103,851 | $95,803+8.4% | $113,168-8.2% | $84,808+22.5% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 68.3%+27.4pp |
| Annual return | 21.32% | 25.00%-3.7pp | 24.27%-2.9pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,840 | $2,360+20.3% | $2,975-4.6% | $2,631+7.9% |
| Participant deferral / active EE | $5,875 | $4,242+38.5% | $5,107+15.0% | $4,212+39.5% |
| Admin fee / account holder | $12,269 | $8,989+36.5% | $12,068+1.7% | $7,344+67.1% |