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 | $91,667 | $86,929+5.4% | $102,423-10.5% | $80,856+13.4% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+26.0pp |
| Annual return | 18.13% | 18.88%-0.8pp | 29.32%-11.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,960 | $2,369+24.9% | $3,023-2.1% | $2,755+7.4% |
| Participant deferral / active EE | $6,395 | $4,118+55.3% | $5,053+26.6% | $4,296+48.9% |
| Admin fee / account holder | $18,937 | $8,049+135.3% | $9,451+100.4% | $6,918+173.7% |