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 | $81,941 | $71,050+15.3% | $93,606-12.5% | $80,856+1.3% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 11.53% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,398 | $1,564-10.6% | $2,420-42.2% | $2,755-49.3% |
| Participant deferral / active EE | $2,412 | $4,034-40.2% | $4,411-45.3% | $4,296-43.8% |
| Admin fee / account holder | $2,241 | $6,945-67.7% | $8,285-72.9% | $6,918-67.6% |