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 | $93,956 | $58,512+60.6% | $84,015+11.8% | $72,985+28.7% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.1pp | 69.5%+12.7pp |
| Annual return | 23.94% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,692 | $1,163+45.5% | $1,983-14.7% | $2,440-30.7% |
| Participant deferral / active EE | $3,868 | $2,394+61.6% | $3,239+19.4% | $3,607+7.2% |
| Admin fee / account holder | $2,891 | $4,569-36.7% | $6,101-52.6% | $5,124-43.6% |