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 | $89,131 | $60,349+47.7% | $74,183+20.1% | $62,891+41.7% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 7.10% | 21.37%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,155 | $1,680-31.2% | $2,370-51.3% | $2,281-49.4% |
| Participant deferral / active EE | $4,350 | $2,856+52.3% | $3,550+22.6% | $3,203+35.8% |
| Admin fee / account holder | $12,361 | $4,261+190.1% | $5,586+121.3% | $4,296+187.8% |