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 | $83,501 | $81,248+2.8% | $155,509-46.3% | $80,856+3.3% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 24.14% | 33.31%-9.2pp | 64.67%-40.5pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,236 | $3,100-60.1% | $4,672-73.5% | $2,755-55.1% |
| Participant deferral / active EE | $4,888 | $3,452+41.6% | $5,626-13.1% | $4,296+13.8% |
| Admin fee / account holder | $2,373 | $7,997-70.3% | $15,912-85.1% | $6,918-65.7% |