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 | $91,942 | $48,076+91.2% | $78,689+16.8% | $62,891+46.2% |
| Participation rate | 80.9% | 65.2%+15.6pp | 73.6%+7.3pp | 69.3%+11.5pp |
| Annual return | 15.57% | 31.35%-15.8pp | 62.18%-46.6pp | 20.14%-4.6pp |
| Employer contribution / active EE | $3,024 | $2,015+50.1% | $2,851+6.1% | $2,281+32.6% |
| Participant deferral / active EE | $13,588 | $2,588+425.1% | $3,517+286.4% | $3,203+324.3% |
| Admin fee / account holder | $7,515 | $3,207+134.3% | $4,510+66.6% | $4,296+74.9% |