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 | $94,018 | $79,944+17.6% | $98,439-4.5% | $75,163+25.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 19.45% | 19.75%-0.3pp | 21.16%-1.7pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,824 | $2,264-19.4% | $3,048-40.1% | $2,670-31.7% |
| Participant deferral / active EE | $4,427 | $3,752+18.0% | $4,738-6.6% | $4,125+7.3% |
| Admin fee / account holder | $10,790 | $6,840+57.8% | $8,948+20.6% | $5,651+90.9% |