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 | $113,725 | $65,365+74.0% | $92,893+22.4% | $72,985+55.8% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 27.05% | 42.10%-15.1pp | 109.41%-82.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,882 | $2,594-27.5% | $3,653-48.5% | $2,440-22.9% |
| Participant deferral / active EE | $6,321 | $3,128+102.1% | $4,236+49.2% | $3,607+75.2% |
| Admin fee / account holder | $6,814 | $4,251+60.3% | $5,794+17.6% | $5,124+33.0% |