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 | $87,604 | $51,175+71.2% | $70,515+24.2% | $75,163+16.6% |
| Participation rate | 90.4% | 60.9%+29.4pp | 68.3%+22.0pp | 67.2%+23.2pp |
| Annual return | 17.13% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,012 | $1,826+10.2% | $2,973-32.3% | $2,670-24.6% |
| Participant deferral / active EE | $5,214 | $2,849+83.0% | $4,567+14.2% | $4,125+26.4% |
| Admin fee / account holder | $3,511 | $4,091-14.2% | $6,412-45.2% | $5,651-37.9% |