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 | $96,111 | $65,409+46.9% | $98,442-2.4% | $85,850+12.0% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 17.04% | 21.76%-4.7pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,854 | $2,168-14.4% | $2,960-37.3% | $2,565-27.7% |
| Participant deferral / active EE | $3,106 | $3,166-1.9% | $4,276-27.4% | $3,952-21.4% |
| Admin fee / account holder | $5,018 | $4,593+9.3% | $5,949-15.7% | $6,260-19.8% |