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 | $90,683 | $86,929+4.3% | $102,423-11.5% | $80,856+12.2% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.6%+15.3pp |
| Annual return | 11.23% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,167 | $2,369+33.7% | $3,023+4.7% | $2,755+15.0% |
| Participant deferral / active EE | $7,359 | $4,118+78.7% | $5,053+45.6% | $4,296+71.3% |
| Admin fee / account holder | $14,247 | $8,049+77.0% | $9,451+50.8% | $6,918+105.9% |