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 | $36,088 | $58,828-38.7% | $77,999-53.7% | $62,891-42.6% |
| Participation rate | 97.7% | 71.1%+26.6pp | 75.5%+22.2pp | 69.3%+28.4pp |
| Annual return | 9.09% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,104 | $1,672+25.9% | $2,470-14.8% | $2,281-7.7% |
| Participant deferral / active EE | $3,337 | $2,686+24.2% | $3,497-4.6% | $3,203+4.2% |
| Admin fee / account holder | $8,153 | $4,393+85.6% | $5,480+48.8% | $4,296+89.8% |