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 | $132,964 | $99,079+34.2% | $77,999+70.5% | $273,961-51.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 7.08% | 217.93%-210.8pp | 425.96%-418.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,258 | $3,308-31.7% | $2,470-8.6% | $4,869-53.6% |
| Participant deferral / active EE | $7,809 | $4,306+81.3% | $3,497+123.3% | $5,287+47.7% |
| Admin fee / account holder | $2,787 | $8,954-68.9% | $5,480-49.2% | $10,132-72.5% |