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 | $79,112 | $108,172-26.9% | $77,482+2.1% | $158,922-50.2% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 16.02% | 31.67%-15.7pp | 54.79%-38.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,816 | $1,325+37.0% | $986+84.1% | $4,761-61.9% |
| Participant deferral / active EE | $3,508 | $2,456+42.8% | $1,861+88.5% | $5,982-41.4% |
| Admin fee / account holder | $1,046 | $3,708-71.8% | $2,858-63.4% | $11,246-90.7% |