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 | $95,649 | $53,127+80.0% | $86,590+10.5% | $70,131+36.4% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 13.65% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,441 | $2,068-30.3% | $2,839-49.2% | $2,342-38.5% |
| Participant deferral / active EE | $2,862 | $2,696+6.2% | $3,609-20.7% | $3,332-14.1% |
| Admin fee / account holder | $1,730 | $3,585-51.8% | $4,906-64.7% | $4,645-62.8% |