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 | $93,931 | $73,515+27.8% | $62,995+49.1% | $147,584-36.4% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 21.86% | 175.43%-153.6pp | 87.57%-65.7pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,418 | $3,320-27.2% | $2,759-12.3% | $4,876-50.4% |
| Participant deferral / active EE | $3,859 | $4,185-7.8% | $3,329+15.9% | $5,439-29.0% |
| Admin fee / account holder | $8,135 | $5,953+36.6% | $3,600+126.0% | $10,885-25.3% |