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 | $91,089 | $69,207+31.6% | $64,056+42.2% | $139,434-34.7% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 13.40% | 45.88%-32.5pp | 33.69%-20.3pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,119 | $3,182-64.8% | $2,747-59.2% | $4,751-76.4% |
| Participant deferral / active EE | $3,530 | $4,682-24.6% | $3,880-9.0% | $6,710-47.4% |
| Admin fee / account holder | $4,881 | $4,244+15.0% | $3,068+59.1% | $11,403-57.2% |