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 | $90,066 | $58,512+53.9% | $84,015+7.2% | $72,985+23.4% |
| Participation rate | 80.3% | 61.2%+19.1pp | 69.0%+11.3pp | 69.5%+10.8pp |
| Annual return | 24.21% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,112 | $1,163-4.4% | $1,983-43.9% | $2,440-54.4% |
| Participant deferral / active EE | $4,101 | $2,394+71.3% | $3,239+26.6% | $3,607+13.7% |
| Admin fee / account holder | $7,320 | $4,569+60.2% | $6,101+20.0% | $5,124+42.8% |