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 | $112,472 | $62,672+79.5% | $185,117-39.2% | $70,131+60.4% |
| Participation rate | 75.5% | 63.8%+11.7pp | 77.3%-1.8pp | 69.5%+5.9pp |
| Annual return | 17.06% | 40.79%-23.7pp | 40.50%-23.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,298 | $1,753-25.9% | $4,182-69.0% | $2,342-44.6% |
| Participant deferral / active EE | $7,801 | $3,272+138.4% | $5,045+54.6% | $3,332+134.1% |
| Admin fee / account holder | $6,383 | $3,932+62.3% | $8,159-21.8% | $4,645+37.4% |