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 | $87,996 | $58,512+50.4% | $84,015+4.7% | $72,985+20.6% |
| Participation rate | 89.6% | 61.2%+28.4pp | 69.0%+20.6pp | 69.5%+20.1pp |
| Annual return | 21.70% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $846 | $1,163-27.3% | $1,983-57.4% | $2,440-65.3% |
| Participant deferral / active EE | $3,646 | $2,394+52.3% | $3,239+12.6% | $3,607+1.1% |
| Admin fee / account holder | $5,429 | $4,569+18.8% | $6,101-11.0% | $5,124+6.0% |