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 | $98,202 | $63,764+54.0% | $81,930+19.9% | $79,858+23.0% |
| Participation rate | 73.7% | 67.5%+6.2pp | 72.0%+1.7pp | 69.6%+4.1pp |
| Annual return | 14.66% | 22.66%-8.0pp | 29.49%-14.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,050 | $1,795-41.5% | $4,310-75.6% | $2,471-57.5% |
| Participant deferral / active EE | $3,119 | $2,780+12.2% | $7,107-56.1% | $3,740-16.6% |
| Admin fee / account holder | $7,791 | $4,426+76.0% | $5,158+51.0% | $5,306+46.8% |