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 | $73,086 | $84,233-13.2% | $170,442-57.1% | $70,131+4.2% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 19.79% | 23.06%-3.3pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,071 | $3,387-38.9% | $5,433-61.9% | $2,342-11.6% |
| Participant deferral / active EE | $4,871 | $3,086+57.9% | $4,939-1.4% | $3,332+46.2% |
| Admin fee / account holder | $2,318 | $5,698-59.3% | $13,880-83.3% | $4,645-50.1% |