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 | $99,382 | $76,407+30.1% | $150,298-33.9% | $82,448+20.5% |
| Participation rate | 95.8% | 66.4%+29.4pp | 77.8%+18.1pp | 68.1%+27.8pp |
| Annual return | 14.06% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,840 | $2,614-29.6% | $4,154-55.7% | $2,551-27.9% |
| Participant deferral / active EE | $4,850 | $3,214+50.9% | $5,453-11.1% | $4,139+17.2% |
| Admin fee / account holder | $2,814 | $6,352-55.7% | $14,116-80.1% | $7,234-61.1% |