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 | $79,086 | $49,227+60.7% | $70,449+12.3% | $79,858-1.0% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 11.88% | 30.06%-18.2pp | 109.03%-97.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,293 | $2,099-38.4% | $2,737-52.8% | $2,471-47.7% |
| Participant deferral / active EE | $2,196 | $2,768-20.6% | $3,709-40.8% | $3,740-41.3% |
| Admin fee / account holder | $8,541 | $2,878+196.7% | $3,845+122.1% | $5,306+61.0% |