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 | $97,399 | $67,606+44.1% | $82,313+18.3% | $70,131+38.9% |
| Participation rate | 92.5% | 72.8%+19.8pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 16.18% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,104 | $1,755-37.1% | $2,428-54.5% | $2,342-52.9% |
| Participant deferral / active EE | $2,895 | $2,987-3.1% | $3,706-21.9% | $3,332-13.1% |
| Admin fee / account holder | $5,376 | $4,512+19.2% | $5,608-4.1% | $4,645+15.7% |