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 | $99,260 | $57,016+74.1% | $84,966+16.8% | $80,856+22.8% |
| Participation rate | 72.0% | 56.3%+15.7pp | 67.5%+4.5pp | 67.6%+4.4pp |
| Annual return | 11.01% | 21.66%-10.7pp | 66.38%-55.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,020 | $1,798+12.4% | $2,727-25.9% | $2,755-26.7% |
| Participant deferral / active EE | $4,187 | $3,110+34.6% | $4,519-7.4% | $4,296-2.5% |
| Admin fee / account holder | $1,323 | $4,980-73.4% | $6,149-78.5% | $6,918-80.9% |