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 | $57,469 | $31,310+83.5% | $53,898+6.6% | $74,304-22.7% |
| Participation rate | 92.1% | 30.7%+61.4pp | 55.0%+37.1pp | 60.3%+31.8pp |
| Annual return | 16.55% | 23.16%-6.6pp | 528.60%-512.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,438 | $450+442.0% | $932+161.6% | $2,241+8.8% |
| Participant deferral / active EE | $5,042 | $934+439.7% | $1,826+176.1% | $3,767+33.8% |
| Admin fee / account holder | $1,557 | $2,175-28.4% | $2,491-37.5% | $2,969-47.5% |