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 | $96,685 | $67,606+43.0% | $82,313+17.5% | $70,131+37.9% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.9%+16.8pp | 69.5%+24.1pp |
| Annual return | 13.12% | 21.57%-8.4pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $882 | $1,755-49.7% | $2,428-63.7% | $2,342-62.4% |
| Participant deferral / active EE | $5,163 | $2,987+72.9% | $3,706+39.3% | $3,332+55.0% |
| Admin fee / account holder | $21,081 | $4,512+367.2% | $5,608+275.9% | $4,645+353.8% |