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 | $92,510 | $60,349+53.3% | $74,183+24.7% | $62,891+47.1% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 6.38% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,128 | $1,680-32.9% | $2,370-52.4% | $2,281-50.6% |
| Participant deferral / active EE | $3,234 | $2,856+13.2% | $3,550-8.9% | $3,203+1.0% |
| Admin fee / account holder | $3,205 | $4,261-24.8% | $5,586-42.6% | $4,296-25.4% |