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 | $108,495 | $58,512+85.4% | $84,015+29.1% | $72,985+48.7% |
| Participation rate | 72.7% | 61.2%+11.5pp | 69.0%+3.7pp | 69.5%+3.2pp |
| Annual return | 17.29% | 28.93%-11.6pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $888 | $1,163-23.7% | $1,983-55.2% | $2,440-63.6% |
| Participant deferral / active EE | $2,161 | $2,394-9.7% | $3,239-33.3% | $3,607-40.1% |
| Admin fee / account holder | $7,119 | $4,569+55.8% | $6,101+16.7% | $5,124+38.9% |