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 | $66,784 | $46,553+43.5% | $64,056+4.3% | $75,163-11.1% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 18.54% | 26.03%-7.5pp | 33.69%-15.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,906 | $1,974+47.2% | $2,747+5.8% | $2,670+8.9% |
| Participant deferral / active EE | $1,805 | $2,837-36.4% | $3,880-53.5% | $4,125-56.2% |
| Admin fee / account holder | $1,090 | $2,952-63.1% | $3,068-64.5% | $5,651-80.7% |