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 | $116,430 | $78,672+48.0% | $109,143+6.7% | $85,850+35.6% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 12.81% | 25.09%-12.3pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,733 | $2,735-36.6% | $3,722-53.4% | $2,565-32.4% |
| Participant deferral / active EE | $5,213 | $3,467+50.3% | $4,653+12.0% | $3,952+31.9% |
| Admin fee / account holder | $4,254 | $5,469-22.2% | $6,752-37.0% | $6,260-32.0% |