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 | $96,675 | $54,762+76.5% | $90,281+7.1% | $72,985+32.5% |
| Participation rate | 95.2% | 65.1%+30.1pp | 73.3%+22.0pp | 69.5%+25.8pp |
| Annual return | 31.62% | 30.63%+1.0pp | 78.10%-46.5pp | 81.00%-49.4pp |
| Employer contribution / active EE | $1,783 | $2,092-14.8% | $2,854-37.5% | $2,440-26.9% |
| Participant deferral / active EE | $6,804 | $2,887+135.7% | $3,885+75.1% | $3,607+88.6% |
| Admin fee / account holder | $11,938 | $3,972+200.6% | $5,351+123.1% | $5,124+133.0% |