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 | $90,034 | $76,552+17.6% | $123,892-27.3% | $62,891+43.2% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 13.60% | 18.68%-5.1pp | 47.52%-33.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,239 | $2,883-57.0% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $6,155 | $4,840+27.2% | $5,984+2.8% | $3,203+92.2% |
| Admin fee / account holder | $21,794 | $4,826+351.6% | $8,357+160.8% | $4,296+407.4% |