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 | $93,106 | $60,349+54.3% | $74,183+25.5% | $62,891+48.0% |
| Participation rate | 85.4% | 72.7%+12.6pp | 76.6%+8.7pp | 69.3%+16.1pp |
| Annual return | 8.07% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,162 | $1,680-30.8% | $2,370-51.0% | $2,281-49.1% |
| Participant deferral / active EE | $4,455 | $2,856+56.0% | $3,550+25.5% | $3,203+39.1% |
| Admin fee / account holder | $4,929 | $4,261+15.7% | $5,586-11.7% | $4,296+14.8% |