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 5-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 | $95,738 | $79,944+19.8% | $98,439-2.7% | $75,163+27.4% |
| Participation rate | 91.9% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.7pp |
| Annual return | 25.61% | 19.75%+5.9pp | 21.16%+4.5pp | 160.62%-135.0pp |
| Employer contribution / active EE | $3,248 | $2,264+43.5% | $3,048+6.6% | $2,670+21.7% |
| Participant deferral / active EE | $4,206 | $3,752+12.1% | $4,738-11.2% | $4,125+2.0% |
| Admin fee / account holder | $3,521 | $6,840-48.5% | $8,948-60.6% | $5,651-37.7% |