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 | $98,386 | $65,041+51.3% | $90,951+8.2% | $79,858+23.2% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.0%+3.1pp | 69.6%+2.5pp |
| Annual return | 11.87% | 30.45%-18.6pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,070 | $1,247-14.2% | $2,122-49.6% | $2,471-56.7% |
| Participant deferral / active EE | $1,767 | $2,512-29.7% | $3,373-47.6% | $3,740-52.8% |
| Admin fee / account holder | $8,517 | $4,536+87.8% | $5,959+42.9% | $5,306+60.5% |