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 | $90,026 | $58,512+53.9% | $84,015+7.2% | $72,985+23.3% |
| Participation rate | 79.1% | 61.2%+17.9pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,534 | $1,163+31.9% | $1,983-22.6% | $2,440-37.1% |
| Participant deferral / active EE | $2,888 | $2,394+20.7% | $3,239-10.8% | $3,607-19.9% |
| Admin fee / account holder | $15,306 | $4,569+235.0% | $6,101+150.9% | $5,124+198.7% |