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 | $81,243 | $45,035+80.4% | $62,995+29.0% | $70,131+15.8% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 16.09% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,510 | $2,051-26.4% | $2,759-45.3% | $2,342-35.5% |
| Participant deferral / active EE | $6,109 | $2,465+147.9% | $3,329+83.5% | $3,332+83.4% |
| Admin fee / account holder | $8,725 | $2,834+207.8% | $3,600+142.4% | $4,645+87.8% |