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 | $131,809 | $89,355+47.5% | $141,162-6.6% | $72,985+80.6% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 21.13% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,990 | $3,114-36.1% | $4,735-58.0% | $2,440-18.4% |
| Participant deferral / active EE | $8,021 | $5,418+48.0% | $6,709+19.5% | $3,607+122.3% |
| Admin fee / account holder | $9,075 | $5,958+52.3% | $10,261-11.6% | $5,124+77.1% |