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 | $103,803 | $85,202+21.8% | $172,739-39.9% | $72,985+42.2% |
| Participation rate | 78.1% | 70.1%+8.1pp | 82.6%-4.5pp | 69.5%+8.6pp |
| Annual return | 26.87% | 27.32%-0.5pp | 802.84%-776.0pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,456 | $3,324-56.2% | $5,143-71.7% | $2,440-40.3% |
| Participant deferral / active EE | $4,339 | $3,260+33.1% | $5,198-16.5% | $3,607+20.3% |
| Admin fee / account holder | $8,587 | $5,884+45.9% | $13,954-38.5% | $5,124+67.6% |