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 | $92,510 | $51,175+80.8% | $70,515+31.2% | $75,163+23.1% |
| Participation rate | 84.6% | 60.9%+23.7pp | 68.3%+16.3pp | 67.2%+17.4pp |
| Annual return | 17.30% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,171 | $1,826+18.9% | $2,973-27.0% | $2,670-18.7% |
| Participant deferral / active EE | $5,102 | $2,849+79.1% | $4,567+11.7% | $4,125+23.7% |
| Admin fee / account holder | $1,413 | $4,091-65.5% | $6,412-78.0% | $5,651-75.0% |