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 | $122,353 | $56,053+118.3% | $75,972+61.1% | $80,856+51.3% |
| Participation rate | 94.7% | 62.0%+32.6pp | 69.1%+25.6pp | 67.6%+27.0pp |
| Annual return | 14.80% | 20.53%-5.7pp | 359.55%-344.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,281 | $1,874-31.7% | $2,685-52.3% | $2,755-53.5% |
| Participant deferral / active EE | $4,796 | $3,052+57.2% | $4,255+12.7% | $4,296+11.6% |
| Admin fee / account holder | $3,382 | $5,234-35.4% | $6,467-47.7% | $6,918-51.1% |