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 | $73,225 | $46,553+57.3% | $64,056+14.3% | $75,163-2.6% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 15.34% | 26.03%-10.7pp | 33.69%-18.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,235 | $1,974-37.4% | $2,747-55.0% | $2,670-53.7% |
| Participant deferral / active EE | $3,424 | $2,837+20.7% | $3,880-11.7% | $4,125-17.0% |
| Admin fee / account holder | $6,992 | $2,952+136.9% | $3,068+127.9% | $5,651+23.7% |