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 | $88,058 | $48,046+83.3% | $84,611+4.1% | $72,985+20.7% |
| Participation rate | 86.0% | 57.6%+28.4pp | 68.2%+17.7pp | 69.5%+16.5pp |
| Annual return | 21.04% | 37.38%-16.3pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,029 | $1,602+26.7% | $2,652-23.5% | $2,440-16.8% |
| Participant deferral / active EE | $3,915 | $2,680+46.1% | $3,899+0.4% | $3,607+8.5% |
| Admin fee / account holder | $7,995 | $3,395+135.5% | $4,912+62.8% | $5,124+56.0% |