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 | $98,683 | $58,512+68.7% | $84,015+17.5% | $72,985+35.2% |
| Participation rate | 76.4% | 61.2%+15.2pp | 69.0%+7.4pp | 69.5%+6.9pp |
| Annual return | 18.28% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $988 | $1,163-15.0% | $1,983-50.2% | $2,440-59.5% |
| Participant deferral / active EE | $5,566 | $2,394+132.5% | $3,239+71.9% | $3,607+54.3% |
| Admin fee / account holder | $5,184 | $4,569+13.5% | $6,101-15.0% | $5,124+1.2% |