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 | $75,360 | $52,639+43.2% | $185,117-59.3% | $62,292+21.0% |
| Participation rate | 83.0% | 63.9%+19.2pp | 77.3%+5.8pp | 69.5%+13.5pp |
| Annual return | 17.05% | 19.57%-2.5pp | 40.50%-23.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,022 | $1,483+36.4% | $4,182-51.6% | $2,042-1.0% |
| Participant deferral / active EE | $5,541 | $3,097+78.9% | $5,045+9.8% | $3,169+74.9% |
| Admin fee / account holder | $6,790 | $374+1717.4% | $8,159-16.8% | $479+1316.6% |