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 | $101,286 | $77,314+31.0% | $177,989-43.1% | $80,856+25.3% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-3.0pp | 67.6%+6.4pp |
| Annual return | 11.77% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,579 | $2,292+12.5% | $3,949-34.7% | $2,755-6.4% |
| Participant deferral / active EE | $5,392 | $4,411+22.3% | $6,276-14.1% | $4,296+25.5% |
| Admin fee / account holder | $3,856 | $7,191-46.4% | $10,363-62.8% | $6,918-44.3% |