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 | $85,987 | $65,561+31.2% | $86,188-0.2% | $75,163+14.4% |
| Participation rate | 81.1% | 60.5%+20.6pp | 69.0%+12.1pp | 67.2%+13.9pp |
| Annual return | 26.11% | 46.05%-19.9pp | 1168.45%-1142.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,426 | $1,553-8.1% | $2,380-40.1% | $2,670-46.6% |
| Participant deferral / active EE | $3,923 | $3,024+29.7% | $3,985-1.6% | $4,125-4.9% |
| Admin fee / account holder | $4,782 | $5,474-12.7% | $6,852-30.2% | $5,651-15.4% |