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 | $92,327 | $58,512+57.8% | $84,015+9.9% | $72,985+26.5% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 17.66% | 28.93%-11.3pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $348 | $1,163-70.1% | $1,983-82.5% | $2,440-85.8% |
| Participant deferral / active EE | $2,242 | $2,394-6.3% | $3,239-30.8% | $3,607-37.9% |
| Admin fee / account holder | $9,443 | $4,569+106.7% | $6,101+54.8% | $5,124+84.3% |