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 | $95,284 | $65,041+46.5% | $90,951+4.8% | $79,858+19.3% |
| Participation rate | 73.4% | 61.6%+11.8pp | 69.0%+4.4pp | 69.6%+3.8pp |
| Annual return | 14.61% | 30.45%-15.8pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,610 | $1,247+29.1% | $2,122-24.1% | $2,471-34.8% |
| Participant deferral / active EE | $2,830 | $2,512+12.6% | $3,373-16.1% | $3,740-24.3% |
| Admin fee / account holder | $9,312 | $4,536+105.3% | $5,959+56.3% | $5,306+75.5% |