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 | $89,397 | $57,354+55.9% | $83,848+6.6% | $64,186+39.3% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.0pp | 69.6%+19.6pp |
| Annual return | 10.76% | 11.38%-0.6pp | 850.88%-840.1pp | 7.63%+3.1pp |
| Employer contribution / active EE | $1,923 | $2,545-24.4% | $3,631-47.0% | $2,381-19.2% |
| Participant deferral / active EE | $3,607 | $2,993+20.5% | $4,082-11.6% | $3,470+4.0% |
| Admin fee / account holder | $3,131 | $4,046-22.6% | $5,478-42.8% | $4,888-35.9% |