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 | $86,296 | $72,177+19.6% | $115,037-25.0% | $59,632+44.7% |
| Participation rate | 86.8% | 72.6%+14.3pp | 81.4%+5.5pp | 68.7%+18.2pp |
| Annual return | 4.25% | 12.02%-7.8pp | 26.14%-21.9pp | 2041.28%-2037.0pp |
| Employer contribution / active EE | $8,089 | $2,841+184.7% | $4,608+75.5% | $2,203+267.2% |
| Participant deferral / active EE | $6,931 | $4,783+44.9% | $6,026+15.0% | $3,192+117.2% |
| Admin fee / account holder | $5,731 | $4,927+16.3% | $8,175-29.9% | $4,297+33.4% |