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 | $87,422 | $58,828+48.6% | $77,999+12.1% | $62,891+39.0% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 6.93% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,432 | $1,672-14.3% | $2,470-42.0% | $2,281-37.2% |
| Participant deferral / active EE | $4,017 | $2,686+49.6% | $3,497+14.9% | $3,203+25.4% |
| Admin fee / account holder | $1,278 | $4,393-70.9% | $5,480-76.7% | $4,296-70.3% |