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 | $94,311 | $58,512+61.2% | $84,015+12.3% | $72,985+29.2% |
| Participation rate | 91.7% | 61.2%+30.4pp | 69.0%+22.7pp | 69.5%+22.2pp |
| Annual return | 21.92% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,615 | $1,163+38.8% | $1,983-18.6% | $2,440-33.8% |
| Participant deferral / active EE | $1,873 | $2,394-21.8% | $3,239-42.2% | $3,607-48.1% |
| Admin fee / account holder | $1,490 | $4,569-67.4% | $6,101-75.6% | $5,124-70.9% |