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 | $124,403 | $86,286+44.2% | $111,297+11.8% | $85,850+44.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 77.3%+3.2pp | 69.3%+11.2pp |
| Annual return | 16.73% | 19.99%-3.3pp | 54.65%-37.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $952 | $2,043-53.4% | $2,731-65.1% | $2,565-62.9% |
| Participant deferral / active EE | $4,212 | $3,641+15.7% | $4,487-6.1% | $3,952+6.6% |
| Admin fee / account holder | $16,739 | $8,188+104.4% | $7,964+110.2% | $6,260+167.4% |