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 | $91,028 | $72,492+25.6% | $87,100+4.5% | $72,985+24.7% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 16.01% | 24.46%-8.4pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,285 | $1,894-32.1% | $2,521-49.0% | $2,440-47.3% |
| Participant deferral / active EE | $6,044 | $3,270+84.9% | $4,049+49.3% | $3,607+67.5% |
| Admin fee / account holder | $2,581 | $5,055-48.9% | $7,497-65.6% | $5,124-49.6% |