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 | $98,285 | $85,202+15.4% | $172,739-43.1% | $72,985+34.7% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 23.15% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,504 | $3,324-24.7% | $5,143-51.3% | $2,440+2.6% |
| Participant deferral / active EE | $2,608 | $3,260-20.0% | $5,198-49.8% | $3,607-27.7% |
| Admin fee / account holder | $611 | $5,884-89.6% | $13,954-95.6% | $5,124-88.1% |