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 | $122,234 | $81,248+50.4% | $155,509-21.4% | $80,856+51.2% |
| Participation rate | 70.9% | 66.2%+4.7pp | 78.2%-7.3pp | 67.6%+3.3pp |
| Annual return | 14.78% | 33.31%-18.5pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,860 | $3,452+69.8% | $5,626+4.2% | $4,296+36.4% |
| Admin fee / account holder | $10,818 | $7,997+35.3% | $15,912-32.0% | $6,918+56.4% |