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 | $82,558 | $56,897+45.1% | $84,750-2.6% | $62,891+31.3% |
| Participation rate | 89.5% | 68.5%+20.9pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 9.45% | 6.30%+3.1pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,740 | $2,400+14.2% | $3,574-23.3% | $2,281+20.1% |
| Participant deferral / active EE | $8,049 | $2,709+197.1% | $3,712+116.9% | $3,203+151.3% |
| Admin fee / account holder | $1,523 | $3,581-57.5% | $5,332-71.4% | $4,296-64.6% |