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 | $83,089 | $58,512+42.0% | $84,015-1.1% | $72,985+13.8% |
| Participation rate | 85.5% | 61.2%+24.2pp | 69.0%+16.4pp | 69.5%+16.0pp |
| Annual return | 22.01% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,863 | $1,163+60.2% | $1,983-6.0% | $2,440-23.6% |
| Participant deferral / active EE | $5,089 | $2,394+112.6% | $3,239+57.1% | $3,607+41.1% |
| Admin fee / account holder | $7,425 | $4,569+62.5% | $6,101+21.7% | $5,124+44.9% |