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 | $94,036 | $80,968+16.1% | $96,544-2.6% | $75,163+25.1% |
| Participation rate | 88.2% | 71.8%+16.4pp | 76.0%+12.2pp | 67.2%+21.0pp |
| Annual return | 17.22% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,536 | $2,282+11.1% | $2,965-14.5% | $2,670-5.0% |
| Participant deferral / active EE | $5,224 | $3,928+33.0% | $4,851+7.7% | $4,125+26.6% |
| Admin fee / account holder | $10,094 | $6,724+50.1% | $8,252+22.3% | $5,651+78.6% |