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 | $114,871 | $76,407+50.3% | $150,298-23.6% | $82,448+39.3% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 20.44% | 39.99%-19.6pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $3,951 | $2,614+51.1% | $4,154-4.9% | $2,551+54.9% |
| Participant deferral / active EE | $4,288 | $3,214+33.4% | $5,453-21.4% | $4,139+3.6% |
| Admin fee / account holder | $2,184 | $6,352-65.6% | $14,116-84.5% | $7,234-69.8% |