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 | $99,171 | $78,705+26.0% | $117,854-15.9% | $70,131+41.4% |
| Participation rate | 98.7% | 73.2%+25.5pp | 79.7%+19.0pp | 69.5%+29.1pp |
| Annual return | 18.52% | 23.30%-4.8pp | 335.08%-316.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,662 | $2,223-25.2% | $3,786-56.1% | $2,342-29.0% |
| Participant deferral / active EE | $4,688 | $3,297+42.2% | $4,482+4.6% | $3,332+40.7% |
| Admin fee / account holder | $2,150 | $5,065-57.6% | $8,020-73.2% | $4,645-53.7% |