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 | $124,002 | $65,365+89.7% | $92,893+33.5% | $72,985+69.9% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 26.13% | 42.10%-16.0pp | 109.41%-83.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,337 | $2,594-48.5% | $3,653-63.4% | $2,440-45.2% |
| Participant deferral / active EE | $2,052 | $3,128-34.4% | $4,236-51.6% | $3,607-43.1% |
| Admin fee / account holder | $7,439 | $4,251+75.0% | $5,794+28.4% | $5,124+45.2% |