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 | $128,065 | $99,985+28.1% | $146,665-12.7% | $85,850+49.2% |
| Participation rate | 75.7% | 73.1%+2.6pp | 80.1%-4.4pp | 69.3%+6.4pp |
| Annual return | 15.28% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,546 | $2,559-39.6% | $4,136-62.6% | $2,565-39.7% |
| Participant deferral / active EE | $3,390 | $4,006-15.4% | $5,506-38.4% | $3,952-14.2% |
| Admin fee / account holder | $3,811 | $7,702-50.5% | $10,280-62.9% | $6,260-39.1% |