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 | $30,749 | $76,000-59.5% | $154,107-80.0% | $64,186-52.1% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.6pp |
| Annual return | 6.84% | 30.32%-23.5pp | 735.12%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $4,492 | $3,351+34.1% | $5,298-15.2% | $2,381+88.7% |
| Participant deferral / active EE | $1,483 | $3,175-53.3% | $5,081-70.8% | $3,470-57.2% |
| Admin fee / account holder | $2,899 | $5,596-48.2% | $13,411-78.4% | $4,888-40.7% |