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 4-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 | $91,552 | $86,929+5.3% | $102,423-10.6% | $80,856+13.2% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 22.06% | 18.88%+3.2pp | 29.32%-7.3pp | 35.59%-13.5pp |
| Employer contribution / active EE | $2,992 | $2,369+26.3% | $3,023-1.0% | $2,755+8.6% |
| Participant deferral / active EE | $7,889 | $4,118+91.6% | $5,053+56.1% | $4,296+83.7% |
| Admin fee / account holder | $3,420 | $8,049-57.5% | $9,451-63.8% | $6,918-50.6% |