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 | $88,470 | $81,460+8.6% | $103,333-14.4% | $80,856+9.4% |
| Participation rate | 77.4% | 66.8%+10.6pp | 74.5%+2.9pp | 67.6%+9.8pp |
| Annual return | 13.61% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,272 | $3,105+37.6% | $3,868+10.4% | $2,755+55.1% |
| Participant deferral / active EE | $7,629 | $3,869+97.2% | $5,057+50.8% | $4,296+77.6% |
| Admin fee / account holder | $8,936 | $6,566+36.1% | $8,355+7.0% | $6,918+29.2% |