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 | $92,460 | $29,660+211.7% | $56,411+63.9% | $80,856+14.4% |
| Participation rate | 70.1% | 41.6%+28.5pp | 52.5%+17.7pp | 67.6%+2.5pp |
| Annual return | 17.42% | 35.23%-17.8pp | 1701.33%-1683.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,738 | $669+159.6% | $1,039+67.3% | $2,755-36.9% |
| Participant deferral / active EE | $3,216 | $1,226+162.3% | $1,952+64.7% | $4,296-25.1% |
| Admin fee / account holder | $3,238 | $2,428+33.4% | $2,829+14.5% | $6,918-53.2% |