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 5-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 | $84,987 | $69,454+22.4% | $180,183-52.8% | $74,304+14.4% |
| Participation rate | 76.7% | 61.8%+14.9pp | 77.4%-0.7pp | 60.3%+16.3pp |
| Annual return | 17.15% | 25.86%-8.7pp | 27.86%-10.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,610 | $3,155+14.4% | $5,039-28.4% | $2,241+61.1% |
| Participant deferral / active EE | $7,369 | $4,662+58.1% | $6,822+8.0% | $3,767+95.6% |
| Admin fee / account holder | $7,143 | $3,036+135.3% | $19,975-64.2% | $2,969+140.6% |