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 | $95,395 | $68,547+39.2% | $120,354-20.7% | $80,856+18.0% |
| Participation rate | 72.5% | 61.6%+10.9pp | 71.9%+0.6pp | 67.6%+4.9pp |
| Annual return | 12.98% | 23.60%-10.6pp | 107.15%-94.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,819 | $2,051-11.3% | $3,463-47.5% | $2,755-34.0% |
| Participant deferral / active EE | $5,649 | $3,173+78.0% | $4,991+13.2% | $4,296+31.5% |
| Admin fee / account holder | $2,602 | $5,732-54.6% | $9,423-72.4% | $6,918-62.4% |