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 | $91,373 | $175,202-47.8% | $149,673-39.0% | $139,434-34.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.20% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $7,314 | $5,474+33.6% | $4,818+51.8% | $4,751+54.0% |
| Participant deferral / active EE | $7,686 | $6,519+17.9% | $5,680+35.3% | $6,710+14.5% |
| Admin fee / account holder | $4,257 | $16,150-73.6% | $13,210-67.8% | $11,403-62.7% |