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 | $107,123 | $87,013+23.1% | $106,213+0.9% | $80,856+32.5% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.6%+20.2pp |
| Annual return | 12.93% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,039 | $2,395+26.9% | $3,171-4.2% | $2,755+10.3% |
| Participant deferral / active EE | $6,434 | $3,986+61.4% | $5,016+28.3% | $4,296+49.8% |
| Admin fee / account holder | $5,627 | $8,431-33.3% | $11,033-49.0% | $6,918-18.7% |