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 | $89,822 | $81,460+10.3% | $103,333-13.1% | $80,856+11.1% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.6%+28.1pp |
| Annual return | 15.45% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,120 | $3,105-31.7% | $3,868-45.2% | $2,755-23.0% |
| Participant deferral / active EE | $8,270 | $3,869+113.8% | $5,057+63.5% | $4,296+92.5% |
| Admin fee / account holder | $16,708 | $6,566+154.5% | $8,355+100.0% | $6,918+141.5% |