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 | $99,129 | $78,422+26.4% | $95,952+3.3% | $79,858+24.1% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 12.78% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,525 | $1,945-21.6% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $3,823 | $3,440+11.1% | $4,167-8.2% | $3,740+2.2% |
| Admin fee / account holder | $1,645 | $5,622-70.7% | $6,795-75.8% | $5,306-69.0% |