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 | $92,438 | $65,409+41.3% | $98,442-6.1% | $85,850+7.7% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.3%+23.0pp |
| Annual return | 13.81% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,843 | $2,168-15.0% | $2,960-37.7% | $2,565-28.1% |
| Participant deferral / active EE | $1,763 | $3,166-44.3% | $4,276-58.8% | $3,952-55.4% |
| Admin fee / account holder | $12,748 | $4,593+177.6% | $5,949+114.3% | $6,260+103.6% |