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 | $93,819 | $60,022+56.3% | $88,946+5.5% | $84,808+10.6% |
| Participation rate | 89.2% | 57.8%+31.3pp | 68.8%+20.3pp | 68.3%+20.9pp |
| Annual return | 15.64% | 22.43%-6.8pp | 57.82%-42.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,866 | $1,703+244.5% | $2,555+129.6% | $2,631+123.0% |
| Participant deferral / active EE | $4,810 | $3,114+54.5% | $4,581+5.0% | $4,212+14.2% |
| Admin fee / account holder | $1,069 | $4,811-77.8% | $8,261-87.1% | $7,344-85.4% |