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 | $82,323 | $71,050+15.9% | $93,606-12.1% | $80,856+1.8% |
| Participation rate | 70.7% | 60.4%+10.3pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 20.04% | 11.26%+8.8pp | 133.20%-113.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,075 | $1,564+32.7% | $2,420-14.2% | $2,755-24.7% |
| Participant deferral / active EE | $2,798 | $4,034-30.6% | $4,411-36.6% | $4,296-34.9% |
| Admin fee / account holder | $1,519 | $6,945-78.1% | $8,285-81.7% | $6,918-78.0% |