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 | $83,429 | $69,977+19.2% | $108,579-23.2% | $62,891+32.7% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | 13.61% | 10.73%+2.9pp | -51.70%+65.3pp | 20.14%-6.5pp |
| Employer contribution / active EE | $4,422 | $2,135+107.1% | $3,758+17.7% | $2,281+93.9% |
| Participant deferral / active EE | $3,927 | $3,165+24.1% | $4,311-8.9% | $3,203+22.6% |
| Admin fee / account holder | $857 | $5,076-83.1% | $7,645-88.8% | $4,296-80.0% |