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 | $93,026 | $54,541+70.6% | $78,778+18.1% | $70,131+32.6% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 13.41% | 21.07%-7.7pp | 35.62%-22.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,242 | $1,089+14.1% | $1,986-37.5% | $2,342-47.0% |
| Participant deferral / active EE | $2,151 | $2,210-2.7% | $2,958-27.3% | $3,332-35.4% |
| Admin fee / account holder | $25,170 | $3,709+578.7% | $5,134+390.3% | $4,645+441.8% |