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 | $80,860 | $76,552+5.6% | $123,892-34.7% | $62,891+28.6% |
| Participation rate | 92.1% | 73.0%+19.2pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,190 | $2,883+45.4% | $4,617-9.2% | $2,281+83.7% |
| Participant deferral / active EE | $7,382 | $4,840+52.5% | $5,984+23.4% | $3,203+130.5% |
| Admin fee / account holder | $11,227 | $4,826+132.6% | $8,357+34.3% | $4,296+161.4% |