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 | $144,525 | $81,248+77.9% | $155,509-7.1% | $80,856+78.7% |
| Participation rate | 94.2% | 66.2%+28.0pp | 78.2%+16.0pp | 67.6%+26.6pp |
| Annual return | 16.82% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,755 | $3,100-11.1% | $4,672-41.0% | $2,7550% |
| Participant deferral / active EE | $4,918 | $3,452+42.5% | $5,626-12.6% | $4,296+14.5% |
| Admin fee / account holder | $3,477 | $7,997-56.5% | $15,912-78.2% | $6,918-49.7% |