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 | $90,878 | $56,054+62.1% | $171,082-46.9% | $62,891+44.5% |
| Participation rate | 70.3% | 62.9%+7.4pp | 76.7%-6.4pp | 69.3%+1.0pp |
| Annual return | 8.92% | 22.52%-13.6pp | 32.56%-23.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,775 | $1,731+60.3% | $4,002-30.7% | $2,281+21.7% |
| Participant deferral / active EE | $7,658 | $3,158+142.5% | $4,797+59.6% | $3,203+139.1% |
| Admin fee / account holder | $11,494 | $3,647+215.2% | $8,520+34.9% | $4,296+167.6% |