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 | $98,910 | $81,460+21.4% | $103,333-4.3% | $80,856+22.3% |
| Participation rate | 89.3% | 66.8%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 13.48% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $8,929 | $3,105+187.5% | $3,868+130.8% | $2,755+224.1% |
| Participant deferral / active EE | $3,553 | $3,869-8.2% | $5,057-29.7% | $4,296-17.3% |
| Admin fee / account holder | $4,687 | $6,566-28.6% | $8,355-43.9% | $6,918-32.3% |