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 | $83,820 | $57,057+46.9% | $85,009-1.4% | $80,874+3.6% |
| Participation rate | 70.8% | 56.4%+14.5pp | 67.5%+3.3pp | 67.6%+3.2pp |
| Annual return | 20.32% | 21.66%-1.3pp | 66.47%-46.1pp | 35.62%-15.3pp |
| Employer contribution / active EE | $3,523 | $1,799+95.9% | $2,728+29.1% | $2,756+27.9% |
| Participant deferral / active EE | $6,935 | $3,112+122.9% | $4,522+53.4% | $4,297+61.4% |
| Admin fee / account holder | $7,644 | $4,986+53.3% | $6,153+24.2% | $6,935+10.2% |