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 | $124,571 | $118,427+5.2% | $66,042+88.6% | $142,382-12.5% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 80.1%-8.7pp |
| Annual return | 12.94% | 35.57%-22.6pp | 52.11%-39.2pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,092 | $2,570-18.6% | $1,579+32.5% | $4,299-51.3% |
| Participant deferral / active EE | $4,308 | $4,311-0.1% | $2,835+51.9% | $6,507-33.8% |
| Admin fee / account holder | $19,363 | $9,593+101.8% | $5,747+236.9% | $12,624+53.4% |