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 | $93,422 | $54,380+71.8% | $68,509+36.4% | $59,632+56.7% |
| Participation rate | 91.4% | 70.2%+21.2pp | 74.7%+16.7pp | 68.7%+22.8pp |
| Annual return | 2.79% | 2.83%0pp | 8.27%-5.5pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $1,791 | $1,539+16.4% | $2,278-21.4% | $2,203-18.7% |
| Participant deferral / active EE | $4,740 | $2,643+79.3% | $3,382+40.1% | $3,192+48.5% |
| Admin fee / account holder | $1,972 | $3,885-49.3% | $5,275-62.6% | $4,297-54.1% |