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 | $88,301 | $89,355-1.2% | $141,162-37.4% | $72,985+21.0% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.5%-3.7pp | 69.5%+9.3pp |
| Annual return | 24.35% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,525 | $3,114-51.0% | $4,735-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $9,002 | $5,418+66.1% | $6,709+34.2% | $3,607+149.5% |
| Admin fee / account holder | $4,053 | $5,958-32.0% | $10,261-60.5% | $5,124-20.9% |