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 | $116,679 | $89,698+30.1% | $103,476+12.8% | $80,856+44.3% |
| Participation rate | 90.4% | 76.0%+14.4pp | 80.5%+9.9pp | 67.6%+22.8pp |
| Annual return | 13.85% | 22.78%-8.9pp | 23.90%-10.1pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,281 | $4,018-18.4% | $4,672-29.8% | $2,755+19.1% |
| Participant deferral / active EE | $6,787 | $5,456+24.4% | $6,623+2.5% | $4,296+58.0% |
| Admin fee / account holder | $8,230 | $6,768+21.6% | $9,413-12.6% | $6,918+19.0% |