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 | $77,401 | $49,025+57.9% | $87,507-11.5% | $62,891+23.1% |
| Participation rate | 91.7% | 64.9%+26.8pp | 73.8%+17.8pp | 69.3%+22.4pp |
| Annual return | 4.68% | 10.02%-5.3pp | 12.21%-7.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,831 | $1,372+33.4% | $2,550-28.2% | $2,281-19.7% |
| Participant deferral / active EE | $3,807 | $2,289+66.3% | $3,149+20.9% | $3,203+18.9% |
| Admin fee / account holder | $13,923 | $4,065+242.5% | $4,221+229.9% | $4,296+224.1% |