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 | $89,331 | $77,899+14.7% | $149,673-40.3% | $75,163+18.8% |
| Participation rate | 74.3% | 65.6%+8.7pp | 78.8%-4.4pp | 67.2%+7.1pp |
| Annual return | 14.99% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,185 | $3,137-30.4% | $4,818-54.6% | $2,670-18.2% |
| Participant deferral / active EE | $5,041 | $3,411+47.8% | $5,680-11.3% | $4,125+22.2% |
| Admin fee / account holder | $2,886 | $5,956-51.6% | $13,210-78.2% | $5,651-48.9% |