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 | $90,659 | $60,349+50.2% | $74,183+22.2% | $62,891+44.2% |
| Participation rate | 84.1% | 72.7%+11.4pp | 76.6%+7.5pp | 69.3%+14.8pp |
| Annual return | 6.88% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,454 | $1,680+46.0% | $2,370+3.5% | $2,281+7.6% |
| Participant deferral / active EE | $4,250 | $2,856+48.8% | $3,550+19.7% | $3,203+32.7% |
| Admin fee / account holder | $5,927 | $4,261+39.1% | $5,586+6.1% | $4,296+38.0% |