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 | $92,374 | $82,978+11.3% | $129,995-28.9% | $71,457+29.3% |
| Participation rate | 76.6% | 74.1%+2.6pp | 78.5%-1.8pp | 67.9%+8.7pp |
| Annual return | 25.17% | 20.60%+4.6pp | -137.18%+162.3pp | 28.85%-3.7pp |
| Employer contribution / active EE | $2,180 | $2,622-16.8% | $4,320-49.5% | $2,588-15.7% |
| Participant deferral / active EE | $4,666 | $4,432+5.3% | $5,820-19.8% | $4,289+8.8% |
| Admin fee / account holder | $20,225 | $1,729+1069.8% | $10,614+90.5% | $1,587+1174.2% |