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 | $86,128 | $89,355-3.6% | $141,162-39.0% | $72,985+18.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 23.30% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,150 | $3,114-31.0% | $4,735-54.6% | $2,440-11.9% |
| Participant deferral / active EE | $8,334 | $5,418+53.8% | $6,709+24.2% | $3,607+131.0% |
| Admin fee / account holder | $14,343 | $5,958+140.7% | $10,261+39.8% | $5,124+179.9% |