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 | $96,202 | $65,703+46.4% | $94,224+2.1% | $59,632+61.3% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | 0.95% | 5.22%-4.3pp | 10.68%-9.7pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $843 | $2,021-58.3% | $3,587-76.5% | $2,203-61.7% |
| Participant deferral / active EE | $3,598 | $3,143+14.5% | $4,320-16.7% | $3,192+12.7% |
| Admin fee / account holder | $6,137 | $4,264+43.9% | $6,269-2.1% | $4,297+42.8% |