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 | $87,146 | $58,512+48.9% | $84,015+3.7% | $72,985+19.4% |
| Participation rate | 71.9% | 61.2%+10.6pp | 69.0%+2.9pp | 69.5%+2.4pp |
| Annual return | 17.92% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $951 | $1,163-18.3% | $1,983-52.1% | $2,440-61.0% |
| Participant deferral / active EE | $2,590 | $2,394+8.2% | $3,239-20.0% | $3,607-28.2% |
| Admin fee / account holder | $18,504 | $4,569+305.0% | $6,101+203.3% | $5,124+261.1% |