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 | $153,474 | $123,793+24.0% | $177,821-13.7% | $79,858+92.2% |
| Participation rate | 93.5% | 84.7%+8.8pp | 87.7%+5.8pp | 69.6%+23.8pp |
| Annual return | 11.26% | 22.82%-11.6pp | 48.32%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,024 | $4,095-50.6% | $5,918-65.8% | $2,471-18.1% |
| Participant deferral / active EE | $3,835 | $5,956-35.6% | $7,714-50.3% | $3,740+2.5% |
| Admin fee / account holder | $415 | $7,243-94.3% | $12,427-96.7% | $5,306-92.2% |