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 | $92,631 | $88,042+5.2% | $138,135-32.9% | $79,858+16.0% |
| Participation rate | 92.3% | 71.4%+20.9pp | 78.7%+13.6pp | 69.6%+22.7pp |
| Annual return | 16.20% | 20.58%-4.4pp | 20.51%-4.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $5,489 | $3,103+76.9% | $5,587-1.8% | $2,471+122.1% |
| Participant deferral / active EE | $10,855 | $4,704+130.7% | $6,431+68.8% | $3,740+190.2% |
| Admin fee / account holder | $18,497 | $7,791+137.4% | $11,856+56.0% | $5,306+248.6% |