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 7-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 | $85,898 | $86,929-1.2% | $102,423-16.1% | $80,856+6.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 11.34% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,841 | $2,369+62.1% | $3,023+27.1% | $2,755+39.4% |
| Participant deferral / active EE | $10,030 | $4,118+143.5% | $5,053+98.5% | $4,296+133.5% |
| Admin fee / account holder | $4,659 | $8,049-42.1% | $9,451-50.7% | $6,918-32.7% |