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 | $92,157 | $86,286+6.8% | $111,297-17.2% | $85,850+7.3% |
| Participation rate | 86.2% | 73.3%+12.9pp | 77.3%+8.9pp | 69.3%+16.9pp |
| Annual return | 11.44% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $791 | $2,043-61.3% | $2,731-71.0% | $2,565-69.2% |
| Participant deferral / active EE | $4,834 | $3,641+32.8% | $4,487+7.7% | $3,952+22.3% |
| Admin fee / account holder | $467 | $8,188-94.3% | $7,964-94.1% | $6,260-92.5% |