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 | $119,791 | $77,899+53.8% | $149,673-20.0% | $75,163+59.4% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 16.94% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,263 | $3,137-59.8% | $4,818-73.8% | $2,670-52.7% |
| Participant deferral / active EE | $4,052 | $3,411+18.8% | $5,680-28.7% | $4,125-1.8% |
| Admin fee / account holder | $10,749 | $5,956+80.5% | $13,210-18.6% | $5,651+90.2% |