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 | $88,165 | $72,012+22.4% | $185,823-52.6% | $79,858+10.4% |
| Participation rate | 82.0% | 65.8%+16.2pp | 78.0%+3.9pp | 69.6%+12.3pp |
| Annual return | 17.42% | 23.12%-5.7pp | 35.95%-18.5pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,845 | $1,965+95.7% | $4,087-5.9% | $2,471+55.6% |
| Participant deferral / active EE | $8,660 | $3,779+129.2% | $5,632+53.8% | $3,740+131.6% |
| Admin fee / account holder | $11,827 | $4,513+162.1% | $9,500+24.5% | $5,306+122.9% |