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 | $74,087 | $34,308+115.9% | $74,701-0.8% | $72,985+1.5% |
| Participation rate | 76.5% | 42.4%+34.1pp | 54.5%+22.0pp | 69.5%+7.0pp |
| Annual return | 18.32% | 26.58%-8.3pp | 752.92%-734.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $860 | $692+24.3% | $1,084-20.7% | $2,440-64.8% |
| Participant deferral / active EE | $5,018 | $1,271+294.7% | $1,964+155.6% | $3,607+39.1% |
| Admin fee / account holder | $13,441 | $2,124+532.8% | $3,333+303.3% | $5,124+162.3% |