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 | $137,012 | $109,881+24.7% | $150,045-8.7% | $84,808+61.6% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,483 | $3,561-58.4% | $4,693-68.4% | $2,631-43.6% |
| Participant deferral / active EE | $6,335 | $6,636-4.5% | $7,997-20.8% | $4,212+50.4% |
| Admin fee / account holder | $14,585 | $8,568+70.2% | $13,435+8.6% | $7,344+98.6% |