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 | $90,259 | $101,724-11.3% | $164,813-45.2% | $80,856+11.6% |
| Participation rate | 91.9% | 71.8%+20.1pp | 78.6%+13.3pp | 67.6%+24.3pp |
| Annual return | 12.19% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,151 | $2,953-27.2% | $4,341-50.4% | $2,755-21.9% |
| Participant deferral / active EE | $7,976 | $4,477+78.2% | $6,031+32.2% | $4,296+85.7% |
| Admin fee / account holder | $20,099 | $8,227+144.3% | $12,690+58.4% | $6,918+190.5% |