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 | $90,740 | $67,606+34.2% | $82,313+10.2% | $70,131+29.4% |
| Participation rate | 90.1% | 72.8%+17.4pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | 15.01% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,537 | $1,755-12.4% | $2,428-36.7% | $2,342-34.4% |
| Participant deferral / active EE | $5,262 | $2,987+76.2% | $3,706+42.0% | $3,332+57.9% |
| Admin fee / account holder | $10,367 | $4,512+129.8% | $5,608+84.9% | $4,645+123.2% |