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 | $88,157 | $82,523+6.8% | $115,752-23.8% | $70,131+25.7% |
| Participation rate | 96.8% | 74.0%+22.8pp | 77.8%+19.0pp | 69.5%+27.2pp |
| Annual return | 13.81% | 28.22%-14.4pp | 19.41%-5.6pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,500 | $2,758-9.4% | $3,492-28.4% | $2,342+6.7% |
| Participant deferral / active EE | $5,178 | $4,062+27.5% | $5,204-0.5% | $3,332+55.4% |
| Admin fee / account holder | $7,243 | $4,552+59.1% | $6,278+15.4% | $4,645+55.9% |