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 | $76,818 | $58,828+30.6% | $77,999-1.5% | $62,891+22.1% |
| Participation rate | 92.7% | 71.1%+21.7pp | 75.5%+17.2pp | 69.3%+23.4pp |
| Annual return | 9.42% | 17.16%-7.7pp | 425.96%-416.5pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,555 | $1,672-7.0% | $2,470-37.1% | $2,281-31.8% |
| Participant deferral / active EE | $1,965 | $2,686-26.8% | $3,497-43.8% | $3,203-38.6% |
| Admin fee / account holder | $12,304 | $4,393+180.1% | $5,480+124.5% | $4,296+186.4% |