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 | $131,084 | $51,638+153.9% | $68,368+91.7% | $82,448+59.0% |
| Participation rate | 72.9% | 63.6%+9.3pp | 73.8%-0.8pp | 68.1%+4.8pp |
| Annual return | 19.06% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $3,365 | $2,047+64.4% | $2,649+27.0% | $2,551+31.9% |
| Participant deferral / active EE | $6,806 | $2,914+133.6% | $4,123+65.1% | $4,139+64.4% |
| Admin fee / account holder | $1,868 | $4,643-59.8% | $5,150-63.7% | $7,234-74.2% |