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 | $83,264 | $60,349+38.0% | $74,183+12.2% | $62,891+32.4% |
| Participation rate | 75.9% | 72.7%+3.2pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,128 | $1,680+26.6% | $2,370-10.2% | $2,281-6.7% |
| Participant deferral / active EE | $4,831 | $2,856+69.2% | $3,550+36.1% | $3,203+50.8% |
| Admin fee / account holder | $1,840 | $4,261-56.8% | $5,586-67.1% | $4,296-57.2% |