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 | $81,362 | $50,464+61.2% | $75,781+7.4% | $52,331+55.5% |
| Participation rate | 89.5% | 66.8%+22.8pp | 75.8%+13.7pp | 68.1%+21.4pp |
| Annual return | 1.24% | 1.03%+0.2pp | 9.68%-8.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,242 | $1,988+12.7% | $3,323-32.5% | $1,882+19.1% |
| Participant deferral / active EE | $4,819 | $2,570+87.5% | $3,651+32.0% | $3,022+59.5% |
| Admin fee / account holder | $8,205 | $1,103+644.0% | $5,299+54.8% | $592+1287.0% |