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 | $101,046 | $58,512+72.7% | $84,015+20.3% | $72,985+38.4% |
| Participation rate | 96.2% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.7pp |
| Annual return | 25.53% | 28.93%-3.4pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,061 | $1,163+77.2% | $1,983+3.9% | $2,440-15.5% |
| Participant deferral / active EE | $4,319 | $2,394+80.4% | $3,239+33.4% | $3,607+19.7% |
| Admin fee / account holder | $3,791 | $4,569-17.0% | $6,101-37.9% | $5,124-26.0% |