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 | $95,119 | $87,013+9.3% | $106,213-10.4% | $80,856+17.6% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 16.32% | 17.05%-0.7pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,759 | $2,395+56.9% | $3,171+18.5% | $2,755+36.5% |
| Participant deferral / active EE | $6,306 | $3,986+58.2% | $5,016+25.7% | $4,296+46.8% |
| Admin fee / account holder | $6,879 | $8,431-18.4% | $11,033-37.7% | $6,918-0.6% |