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 | $90,983 | $81,460+11.7% | $103,333-12.0% | $80,856+12.5% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 11.74% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,966 | $3,105-36.7% | $3,868-49.2% | $2,755-28.6% |
| Participant deferral / active EE | $9,288 | $3,869+140.1% | $5,057+83.7% | $4,296+116.2% |
| Admin fee / account holder | $18,204 | $6,566+177.2% | $8,355+117.9% | $6,918+163.1% |