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 | $88,098 | $65,395+34.7% | $182,532-51.7% | $72,985+20.7% |
| Participation rate | 87.9% | 65.4%+22.5pp | 78.0%+10.0pp | 69.5%+18.4pp |
| Annual return | 23.44% | 27.68%-4.2pp | 148.54%-125.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,078 | $1,911+61.0% | $4,076-24.5% | $2,440+26.1% |
| Participant deferral / active EE | $4,467 | $3,563+25.4% | $5,524-19.1% | $3,607+23.8% |
| Admin fee / account holder | $1,363 | $4,245-67.9% | $8,592-84.1% | $5,124-73.4% |