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 | $138,813 | $32,037+333.3% | $69,182+100.6% | $62,891+120.7% |
| Participation rate | 77.8% | 43.4%+34.4pp | 55.1%+22.7pp | 69.3%+8.5pp |
| Annual return | 5.46% | 15.16%-9.7pp | -21.93%+27.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,649 | $679+437.2% | $1,206+202.5% | $2,281+60.0% |
| Participant deferral / active EE | $9,617 | $1,185+711.3% | $1,897+407.0% | $3,203+200.3% |
| Admin fee / account holder | $34,807 | $2,608+1234.5% | $2,697+1190.7% | $4,296+710.3% |