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 | $117,784 | $99,652+18.2% | $78,778+49.5% | $147,584-20.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 8.52% | 47.28%-38.8pp | 35.62%-27.1pp | 578.55%-570.0pp |
| Employer contribution / active EE | $725 | $2,796-74.1% | $1,986-63.5% | $4,876-85.1% |
| Participant deferral / active EE | $4,424 | $3,664+20.7% | $2,958+49.5% | $5,439-18.7% |
| Admin fee / account holder | $3,777 | $7,155-47.2% | $5,134-26.4% | $10,885-65.3% |