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 7-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 | $94,701 | $85,022+11.4% | $70,515+34.3% | $139,434-32.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 20.21% | 30.38%-10.2pp | 32.77%-12.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,127 | $3,909-45.6% | $2,973-28.5% | $4,751-55.2% |
| Participant deferral / active EE | $7,425 | $5,890+26.1% | $4,567+62.6% | $6,710+10.7% |
| Admin fee / account holder | $873 | $8,906-90.2% | $6,412-86.4% | $11,403-92.3% |