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 | $103,410 | $58,512+76.7% | $84,015+23.1% | $72,985+41.7% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.1pp | 69.5%+12.7pp |
| Annual return | 20.18% | 28.93%-8.8pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,622 | $1,163+39.5% | $1,983-18.2% | $2,440-33.5% |
| Participant deferral / active EE | $4,272 | $2,394+78.5% | $3,239+31.9% | $3,607+18.4% |
| Admin fee / account holder | $20,210 | $4,569+342.3% | $6,101+231.3% | $5,124+294.4% |