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 | $90,328 | $58,512+54.4% | $84,015+7.5% | $72,985+23.8% |
| Participation rate | 82.9% | 61.2%+21.6pp | 69.0%+13.8pp | 69.5%+13.4pp |
| Annual return | 24.94% | 28.93%-4.0pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $654 | $1,163-43.7% | $1,983-67.0% | $2,440-73.2% |
| Participant deferral / active EE | $3,539 | $2,394+47.9% | $3,239+9.3% | $3,607-1.9% |
| Admin fee / account holder | $6,106 | $4,569+33.6% | $6,101+0.1% | $5,124+19.2% |