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 | $123,567 | $77,899+58.6% | $149,673-17.4% | $75,163+64.4% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 18.78% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $4,229 | $3,137+34.8% | $4,818-12.2% | $2,670+58.4% |
| Participant deferral / active EE | $6,610 | $3,411+93.8% | $5,680+16.4% | $4,125+60.2% |
| Admin fee / account holder | $779 | $5,956-86.9% | $13,210-94.1% | $5,651-86.2% |