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 | $82,796 | $55,706+48.6% | $75,886+9.1% | $72,985+13.4% |
| Participation rate | 76.5% | 61.1%+15.3pp | 69.3%+7.2pp | 69.5%+7.0pp |
| Annual return | 21.95% | 27.59%-5.6pp | 30.76%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $537 | $1,687-68.2% | $2,500-78.5% | $2,440-78.0% |
| Participant deferral / active EE | $4,026 | $2,634+52.8% | $3,603+11.7% | $3,607+11.6% |
| Admin fee / account holder | $1,572 | $3,978-60.5% | $5,418-71.0% | $5,124-69.3% |