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 | $88,970 | $58,512+52.1% | $84,015+5.9% | $72,985+21.9% |
| Participation rate | 96.7% | 61.2%+35.5pp | 69.0%+27.7pp | 69.5%+27.2pp |
| Annual return | 19.30% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,535 | $1,163+32.0% | $1,983-22.6% | $2,440-37.1% |
| Participant deferral / active EE | $4,435 | $2,394+85.3% | $3,239+36.9% | $3,607+22.9% |
| Admin fee / account holder | $2,647 | $4,569-42.1% | $6,101-56.6% | $5,124-48.3% |