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 | $88,146 | $53,018+66.3% | $70,014+25.9% | $62,891+40.2% |
| Participation rate | 92.7% | 67.2%+25.5pp | 71.8%+20.9pp | 69.3%+23.4pp |
| Annual return | 12.21% | 13.35%-1.1pp | 12.99%-0.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,001 | $1,799-44.4% | $2,338-57.2% | $2,281-56.1% |
| Participant deferral / active EE | $2,682 | $2,395+12.0% | $2,931-8.5% | $3,203-16.3% |
| Admin fee / account holder | $2,780 | $3,690-24.7% | $4,380-36.5% | $4,296-35.3% |