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 | $111,730 | $76,407+46.2% | $150,298-25.7% | $82,448+35.5% |
| Participation rate | 84.7% | 66.4%+18.3pp | 77.8%+7.0pp | 68.1%+16.7pp |
| Annual return | 15.46% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,461 | $2,614-44.1% | $4,154-64.8% | $2,551-42.7% |
| Participant deferral / active EE | $4,822 | $3,214+50.0% | $5,453-11.6% | $4,139+16.5% |
| Admin fee / account holder | $2,531 | $6,352-60.2% | $14,116-82.1% | $7,234-65.0% |