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 | $89,522 | $73,787+21.3% | $98,716-9.3% | $82,448+8.6% |
| Participation rate | 80.4% | 61.4%+18.9pp | 69.3%+11.1pp | 68.1%+12.3pp |
| Annual return | 16.37% | 18.57%-2.2pp | 31.81%-15.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,974 | $1,511+96.8% | $2,279+30.5% | $2,551+16.6% |
| Participant deferral / active EE | $7,081 | $3,081+129.8% | $4,048+74.9% | $4,139+71.1% |
| Admin fee / account holder | $10,150 | $6,500+56.2% | $8,703+16.6% | $7,234+40.3% |