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 | $92,139 | $77,899+18.3% | $149,673-38.4% | $75,163+22.6% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 14.16% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,208 | $3,137-29.6% | $4,818-54.2% | $2,670-17.3% |
| Participant deferral / active EE | $4,235 | $3,411+24.2% | $5,680-25.4% | $4,125+2.7% |
| Admin fee / account holder | $602 | $5,956-89.9% | $13,210-95.4% | $5,651-89.3% |