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 | $79,044 | $58,655+34.8% | $91,989-14.1% | $65,185+21.3% |
| Participation rate | 96.3% | 75.3%+21.1pp | 78.6%+17.7pp | 70.2%+26.1pp |
| Annual return | 22.58% | 33.92%-11.3pp | 69.02%-46.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,720 | $2,080-17.3% | $3,452-50.2% | $2,177-21.0% |
| Participant deferral / active EE | $4,481 | $5,474-18.2% | $5,923-24.3% | $3,514+27.5% |
| Admin fee / account holder | $4,691 | $434+980.4% | $7,743-39.4% | $847+453.8% |