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 | $94,813 | $48,364+96.0% | $71,796+32.1% | $62,891+50.8% |
| Participation rate | 96.2% | 60.6%+35.5pp | 69.1%+27.0pp | 69.3%+26.8pp |
| Annual return | 10.39% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $764 | $1,042-26.7% | $1,924-60.3% | $2,281-66.5% |
| Participant deferral / active EE | $3,557 | $2,091+70.1% | $2,794+27.3% | $3,203+11.1% |
| Admin fee / account holder | $2,901 | $3,771-23.1% | $4,815-39.8% | $4,296-32.5% |