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 | $107,187 | $80,968+32.4% | $96,544+11.0% | $75,163+42.6% |
| Participation rate | 87.1% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.9pp |
| Annual return | 19.94% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,959 | $2,282+29.7% | $2,965-0.2% | $2,670+10.8% |
| Participant deferral / active EE | $6,362 | $3,928+62.0% | $4,851+31.2% | $4,125+54.2% |
| Admin fee / account holder | $8,253 | $6,724+22.7% | $8,2520% | $5,651+46.1% |