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 | $99,787 | $86,929+14.8% | $102,423-2.6% | $80,856+23.4% |
| Participation rate | 91.5% | 72.4%+19.2pp | 76.5%+15.0pp | 67.6%+23.9pp |
| Annual return | 10.58% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,156 | $2,369-9.0% | $3,023-28.7% | $2,755-21.8% |
| Participant deferral / active EE | $8,634 | $4,118+109.6% | $5,053+70.9% | $4,296+101.0% |
| Admin fee / account holder | $19,998 | $8,049+148.5% | $9,451+111.6% | $6,918+189.1% |