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 | $97,096 | $76,407+27.1% | $150,298-35.4% | $82,448+17.8% |
| Participation rate | 94.2% | 66.4%+27.8pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 13.58% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,570 | $2,614-1.7% | $4,154-38.1% | $2,551+0.7% |
| Participant deferral / active EE | $5,818 | $3,214+81.0% | $5,453+6.7% | $4,139+40.6% |
| Admin fee / account holder | $3,522 | $6,352-44.6% | $14,116-75.1% | $7,234-51.3% |