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 | $89,024 | $68,547+29.9% | $120,354-26.0% | $80,856+10.1% |
| Participation rate | 79.4% | 61.6%+17.8pp | 71.9%+7.5pp | 67.6%+11.8pp |
| Annual return | 15.13% | 23.60%-8.5pp | 107.15%-92.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,768 | $2,051+83.7% | $3,463+8.8% | $2,755+36.8% |
| Participant deferral / active EE | $5,793 | $3,173+82.5% | $4,991+16.1% | $4,296+34.9% |
| Admin fee / account holder | $8,210 | $5,732+43.2% | $9,423-12.9% | $6,918+18.7% |