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 | $121,331 | $95,803+26.6% | $113,168+7.2% | $84,808+43.1% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 12.80% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,025 | $2,360-56.6% | $2,975-65.6% | $2,631-61.1% |
| Participant deferral / active EE | $7,350 | $4,242+73.3% | $5,107+43.9% | $4,212+74.5% |
| Admin fee / account holder | $11,840 | $8,989+31.7% | $12,068-1.9% | $7,344+61.2% |