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 | $100,923 | $65,041+55.2% | $90,951+11.0% | $79,858+26.4% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.0%+21.3pp | 69.6%+20.7pp |
| Annual return | 15.87% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,085 | $1,247-13.0% | $2,122-48.9% | $2,471-56.1% |
| Participant deferral / active EE | $4,580 | $2,512+82.3% | $3,373+35.8% | $3,740+22.5% |
| Admin fee / account holder | $2,806 | $4,536-38.1% | $5,959-52.9% | $5,306-47.1% |