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 | $73,311 | $49,227+48.9% | $70,449+4.1% | $79,858-8.2% |
| Participation rate | 73.8% | 69.2%+4.6pp | 75.1%-1.3pp | 69.6%+4.1pp |
| Annual return | 11.76% | 30.06%-18.3pp | 109.03%-97.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,870 | $2,099+132.0% | $2,737+78.0% | $2,471+97.1% |
| Participant deferral / active EE | $2,177 | $2,768-21.4% | $3,709-41.3% | $3,740-41.8% |
| Admin fee / account holder | $14,032 | $2,878+387.5% | $3,845+264.9% | $5,306+164.4% |