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 | $78,314 | $58,523+33.8% | $99,443-21.2% | $72,985+7.3% |
| Participation rate | 90.3% | 64.6%+25.7pp | 73.8%+16.5pp | 69.5%+20.8pp |
| Annual return | 26.90% | 28.51%-1.6pp | 30.72%-3.8pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,156 | $1,512-23.6% | $2,540-54.5% | $2,440-52.6% |
| Participant deferral / active EE | $3,150 | $2,606+20.9% | $3,619-13.0% | $3,607-12.7% |
| Admin fee / account holder | $7,654 | $4,102+86.6% | $6,250+22.5% | $5,124+49.4% |