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 | $91,355 | $65,703+39.0% | $94,224-3.0% | $59,632+53.2% |
| Participation rate | 89.5% | 72.1%+17.4pp | 78.8%+10.7pp | 68.7%+20.8pp |
| Annual return | 1.19% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $918 | $2,021-54.6% | $3,587-74.4% | $2,203-58.3% |
| Participant deferral / active EE | $4,233 | $3,143+34.7% | $4,320-2.0% | $3,192+32.6% |
| Admin fee / account holder | $3,277 | $4,264-23.2% | $6,269-47.7% | $4,297-23.7% |