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 | $97,016 | $60,349+60.8% | $74,183+30.8% | $62,891+54.3% |
| Participation rate | 95.2% | 72.7%+22.5pp | 76.6%+18.6pp | 69.3%+25.9pp |
| Annual return | 5.82% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,329 | $1,680-20.9% | $2,370-43.9% | $2,281-41.7% |
| Participant deferral / active EE | $4,024 | $2,856+40.9% | $3,550+13.4% | $3,203+25.6% |
| Admin fee / account holder | $12,478 | $4,261+192.8% | $5,586+123.4% | $4,296+190.5% |