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 | $98,941 | $58,512+69.1% | $84,015+17.8% | $72,985+35.6% |
| Participation rate | 87.9% | 61.2%+26.7pp | 69.0%+18.9pp | 69.5%+18.4pp |
| Annual return | 22.58% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $638 | $1,163-45.1% | $1,983-67.8% | $2,440-73.8% |
| Participant deferral / active EE | $3,637 | $2,394+51.9% | $3,239+12.3% | $3,607+0.8% |
| Admin fee / account holder | $6,377 | $4,569+39.6% | $6,101+4.5% | $5,124+24.5% |