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 | $88,062 | $77,899+13.0% | $149,673-41.2% | $75,163+17.2% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 13.74% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,050 | $3,137-34.7% | $4,818-57.5% | $2,670-23.2% |
| Participant deferral / active EE | $5,812 | $3,411+70.4% | $5,680+2.3% | $4,125+40.9% |
| Admin fee / account holder | $6,357 | $5,956+6.7% | $13,210-51.9% | $5,651+12.5% |