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 3-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 | $94,606 | $81,248+16.4% | $155,509-39.2% | $80,856+17.0% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 16.15% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,003 | $3,100-67.6% | $4,672-78.5% | $2,755-63.6% |
| Participant deferral / active EE | $4,012 | $3,452+16.2% | $5,626-28.7% | $4,296-6.6% |
| Admin fee / account holder | $2,627 | $7,997-67.1% | $15,912-83.5% | $6,918-62.0% |