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 | $121,561 | $76,407+59.1% | $150,298-19.1% | $82,448+47.4% |
| Participation rate | 84.6% | 66.4%+18.2pp | 77.8%+6.9pp | 68.1%+16.5pp |
| Annual return | 15.62% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,038 | $2,614+16.2% | $4,154-26.9% | $2,551+19.1% |
| Participant deferral / active EE | $5,653 | $3,214+75.9% | $5,453+3.7% | $4,139+36.6% |
| Admin fee / account holder | $4,370 | $6,352-31.2% | $14,116-69.0% | $7,234-39.6% |