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 | $96,184 | $58,512+64.4% | $84,015+14.5% | $72,985+31.8% |
| Participation rate | 80.3% | 61.2%+19.1pp | 69.0%+11.3pp | 69.5%+10.8pp |
| Annual return | 21.29% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,079 | $1,163-7.2% | $1,983-45.6% | $2,440-55.8% |
| Participant deferral / active EE | $4,214 | $2,394+76.1% | $3,239+30.1% | $3,607+16.8% |
| Admin fee / account holder | $14,161 | $4,569+210.0% | $6,101+132.1% | $5,124+176.4% |