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 | $75,956 | $53,777+41.2% | $134,143-43.4% | $79,858-4.9% |
| Participation rate | 78.9% | 58.8%+20.2pp | 72.2%+6.8pp | 69.6%+9.3pp |
| Annual return | 23.47% | 19.01%+4.5pp | 36.33%-12.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,188 | $1,321+65.6% | $3,704-40.9% | $2,471-11.5% |
| Participant deferral / active EE | $3,053 | $2,420+26.1% | $3,499-12.8% | $3,740-18.4% |
| Admin fee / account holder | $5,420 | $3,984+36.0% | $6,684-18.9% | $5,306+2.1% |