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 | $90,022 | $89,355+0.7% | $141,162-36.2% | $72,985+23.3% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 22.67% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,811 | $3,114-41.8% | $4,735-61.7% | $2,440-25.8% |
| Participant deferral / active EE | $5,835 | $5,418+7.7% | $6,709-13.0% | $3,607+61.7% |
| Admin fee / account holder | $12,809 | $5,958+115.0% | $10,261+24.8% | $5,124+150.0% |