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 | $96,496 | $57,016+69.2% | $84,966+13.6% | $80,856+19.3% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 15.38% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,374 | $1,798+32.1% | $2,727-13.0% | $2,755-13.8% |
| Participant deferral / active EE | $4,357 | $3,110+40.1% | $4,519-3.6% | $4,296+1.4% |
| Admin fee / account holder | $8,617 | $4,980+73.0% | $6,149+40.1% | $6,918+24.6% |