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 | $91,790 | $89,355+2.7% | $141,162-35.0% | $72,985+25.8% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.5%-6.0pp | 69.5%+7.0pp |
| Annual return | 19.55% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $890 | $3,114-71.4% | $4,735-81.2% | $2,440-63.5% |
| Participant deferral / active EE | $8,709 | $5,418+60.7% | $6,709+29.8% | $3,607+141.4% |
| Admin fee / account holder | $6,484 | $5,958+8.8% | $10,261-36.8% | $5,124+26.5% |