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 | $81,092 | $56,897+42.5% | $84,750-4.3% | $62,891+28.9% |
| Participation rate | 85.9% | 68.5%+17.4pp | 76.6%+9.3pp | 69.3%+16.6pp |
| Annual return | 7.93% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,672 | $2,400+11.3% | $3,574-25.2% | $2,281+17.1% |
| Participant deferral / active EE | $5,665 | $2,709+109.1% | $3,712+52.6% | $3,203+76.9% |
| Admin fee / account holder | $10,611 | $3,581+196.3% | $5,332+99.0% | $4,296+147.0% |