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 | $89,289 | $54,541+63.7% | $78,778+13.3% | $70,131+27.3% |
| Participation rate | 72.2% | 60.8%+11.4pp | 69.2%+3.0pp | 69.5%+2.7pp |
| Annual return | 14.62% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,397 | $1,089+28.3% | $1,986-29.7% | $2,342-40.4% |
| Participant deferral / active EE | $4,469 | $2,210+102.2% | $2,958+51.1% | $3,332+34.1% |
| Admin fee / account holder | $13,298 | $3,709+258.6% | $5,134+159.0% | $4,645+186.3% |