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 | $95,659 | $79,944+19.7% | $98,439-2.8% | $75,163+27.3% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.2%+18.8pp | 67.2%+26.8pp |
| Annual return | 14.07% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,622 | $2,264+15.8% | $3,048-14.0% | $2,670-1.8% |
| Participant deferral / active EE | $5,675 | $3,752+51.3% | $4,738+19.8% | $4,125+37.6% |
| Admin fee / account holder | $8,584 | $6,840+25.5% | $8,948-4.1% | $5,651+51.9% |