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 | $106,486 | $118,427-10.1% | $66,042+61.2% | $142,382-25.2% |
| Participation rate | 78.9% | 68.1%+10.8pp | 67.5%+11.4pp | 80.1%-1.2pp |
| Annual return | 12.51% | 35.57%-23.1pp | 52.11%-39.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,886 | $2,570-26.6% | $1,579+19.5% | $4,299-56.1% |
| Participant deferral / active EE | $3,736 | $4,311-13.3% | $2,835+31.8% | $6,507-42.6% |
| Admin fee / account holder | $1,109 | $9,593-88.4% | $5,747-80.7% | $12,624-91.2% |