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 | $123,256 | $89,355+37.9% | $141,162-12.7% | $72,985+68.9% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 21.71% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $918 | $3,114-70.5% | $4,735-80.6% | $2,440-62.4% |
| Participant deferral / active EE | $3,748 | $5,418-30.8% | $6,709-44.1% | $3,607+3.9% |
| Admin fee / account holder | $16,391 | $5,958+175.1% | $10,261+59.7% | $5,124+219.9% |