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 | $75,755 | $89,355-15.2% | $141,162-46.3% | $72,985+3.8% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.5%-3.7pp | 69.5%+9.3pp |
| Annual return | 23.25% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $908 | $3,114-70.8% | $4,735-80.8% | $2,440-62.8% |
| Participant deferral / active EE | $4,415 | $5,418-18.5% | $6,709-34.2% | $3,607+22.4% |
| Admin fee / account holder | $3,279 | $5,958-45.0% | $10,261-68.0% | $5,124-36.0% |