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 | $89,590 | $78,483+14.2% | $106,201-15.6% | $74,546+20.2% |
| Participation rate | 70.8% | 72.8%-2.0pp | 75.3%-4.5pp | 67.2%+3.6pp |
| Annual return | 11.26% | 15.94%-4.7pp | 116.26%-105.0pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $2,201 | $2,522-12.7% | $3,170-30.6% | $2,624-16.1% |
| Participant deferral / active EE | $4,215 | $4,320-2.4% | $5,012-15.9% | $4,347-3.0% |
| Admin fee / account holder | $4,826 | $2,236+115.9% | $11,039-56.3% | $1,944+148.3% |