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 | $96,090 | $76,552+25.5% | $123,892-22.4% | $62,891+52.8% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 8.57% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,122 | $2,883-26.4% | $4,617-54.0% | $2,281-7.0% |
| Participant deferral / active EE | $6,155 | $4,840+27.2% | $5,984+2.9% | $3,203+92.2% |
| Admin fee / account holder | $6,890 | $4,826+42.8% | $8,357-17.6% | $4,296+60.4% |