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 | $92,555 | $56,897+62.7% | $84,750+9.2% | $62,891+47.2% |
| Participation rate | 98.4% | 68.5%+29.8pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | 8.23% | 6.30%+1.9pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,124 | $2,400-11.5% | $3,574-40.6% | $2,281-6.9% |
| Participant deferral / active EE | $4,682 | $2,709+72.8% | $3,712+26.1% | $3,203+46.2% |
| Admin fee / account holder | $7,318 | $3,581+104.4% | $5,332+37.2% | $4,296+70.4% |