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 | $92,308 | $72,277+27.7% | $101,248-8.8% | $79,858+15.6% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 13.07% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,474 | $2,692-45.2% | $3,660-59.7% | $2,471-40.3% |
| Participant deferral / active EE | $7,901 | $3,282+140.8% | $4,370+80.8% | $3,740+111.3% |
| Admin fee / account holder | $12,066 | $4,400+174.2% | $5,945+103.0% | $5,306+127.4% |