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 | $91,880 | $81,460+12.8% | $103,333-11.1% | $80,856+13.6% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.6%+5.6pp |
| Annual return | 12.13% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,416 | $3,105-22.2% | $3,868-37.5% | $2,755-12.3% |
| Participant deferral / active EE | $5,556 | $3,869+43.6% | $5,057+9.9% | $4,296+29.3% |
| Admin fee / account holder | $13,824 | $6,566+110.5% | $8,355+65.5% | $6,918+99.8% |