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 | $136,673 | $81,248+68.2% | $155,509-12.1% | $80,856+69.0% |
| Participation rate | 70.5% | 66.2%+4.2pp | 78.2%-7.7pp | 67.6%+2.8pp |
| Annual return | 14.60% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,498 | $3,100+45.1% | $4,672-3.7% | $2,755+63.3% |
| Participant deferral / active EE | $2,124 | $3,452-38.5% | $5,626-62.3% | $4,296-50.6% |
| Admin fee / account holder | $1,024 | $7,997-87.2% | $15,912-93.6% | $6,918-85.2% |