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 | $94,283 | $58,512+61.1% | $84,015+12.2% | $72,985+29.2% |
| Participation rate | 84.8% | 61.2%+23.6pp | 69.0%+15.8pp | 69.5%+15.4pp |
| Annual return | 23.67% | 28.93%-5.3pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,563 | $1,163+120.4% | $1,983+29.2% | $2,440+5.0% |
| Participant deferral / active EE | $3,663 | $2,394+53.0% | $3,239+13.1% | $3,607+1.5% |
| Admin fee / account holder | $676 | $4,569-85.2% | $6,101-88.9% | $5,124-86.8% |