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 | $90,091 | $77,899+15.7% | $149,673-39.8% | $75,163+19.9% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,241 | $3,137-28.6% | $4,818-53.5% | $2,670-16.0% |
| Participant deferral / active EE | $6,430 | $3,411+88.5% | $5,680+13.2% | $4,125+55.9% |
| Admin fee / account holder | $11,425 | $5,956+91.8% | $13,210-13.5% | $5,651+102.2% |