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 | $94,154 | $67,606+39.3% | $82,313+14.4% | $70,131+34.3% |
| Participation rate | 73.5% | 72.8%+0.8pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 13.84% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $507 | $1,755-71.1% | $2,428-79.1% | $2,342-78.4% |
| Participant deferral / active EE | $3,662 | $2,987+22.6% | $3,706-1.2% | $3,332+9.9% |
| Admin fee / account holder | $7,361 | $4,512+63.2% | $5,608+31.3% | $4,645+58.5% |