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 4-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 | $74,666 | $54,705+36.5% | $71,209+4.9% | $84,808-12.0% |
| Participation rate | 87.9% | 64.1%+23.8pp | 73.8%+14.2pp | 68.3%+19.6pp |
| Annual return | 17.29% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $993 | $2,158-54.0% | $2,721-63.5% | $2,631-62.3% |
| Participant deferral / active EE | $3,130 | $3,030+3.3% | $4,175-25.0% | $4,212-25.7% |
| Admin fee / account holder | $1,925 | $4,863-60.4% | $5,349-64.0% | $7,344-73.8% |