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 | $79,706 | $98,982-19.5% | $162,163-50.8% | $65,185+22.3% |
| Participation rate | 91.2% | 85.8%+5.4pp | 87.6%+3.6pp | 70.2%+21.0pp |
| Annual return | 24.53% | 24.84%-0.3pp | 115.59%-91.1pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,977 | $3,467-14.1% | $5,614-47.0% | $2,177+36.8% |
| Participant deferral / active EE | $12,350 | $5,384+129.4% | $7,298+69.2% | $3,514+251.5% |
| Admin fee / account holder | $12,179 | $596+1942.2% | $10,843+12.3% | $847+1337.8% |