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 | $92,956 | $58,512+58.9% | $84,015+10.6% | $72,985+27.4% |
| Participation rate | 81.3% | 61.2%+20.0pp | 69.0%+12.2pp | 69.5%+11.8pp |
| Annual return | 21.11% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,156 | $1,163-0.6% | $1,983-41.7% | $2,440-52.6% |
| Participant deferral / active EE | $3,842 | $2,394+60.5% | $3,239+18.6% | $3,607+6.5% |
| Admin fee / account holder | $12,319 | $4,569+169.6% | $6,101+101.9% | $5,124+140.4% |