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 | $89,991 | $52,836+70.3% | $105,738-14.9% | $64,186+40.2% |
| Participation rate | 84.8% | 66.5%+18.2pp | 76.3%+8.4pp | 69.6%+15.2pp |
| Annual return | 10.90% | 14.30%-3.4pp | 6.27%+4.6pp | 7.63%+3.3pp |
| Employer contribution / active EE | $2,382 | $1,827+30.4% | $3,268-27.1% | $2,381+0.1% |
| Participant deferral / active EE | $5,235 | $2,545+105.6% | $4,080+28.3% | $3,470+50.9% |
| Admin fee / account holder | $2,685 | $3,959-32.2% | $6,913-61.2% | $4,888-45.1% |