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 | $107,858 | $51,638+108.9% | $68,368+57.8% | $82,448+30.8% |
| Participation rate | 70.4% | 63.6%+6.8pp | 73.8%-3.4pp | 68.1%+2.3pp |
| Annual return | 16.78% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,192 | $2,047-41.7% | $2,649-55.0% | $2,551-53.3% |
| Participant deferral / active EE | $3,765 | $2,914+29.2% | $4,123-8.7% | $4,139-9.0% |
| Admin fee / account holder | $6,219 | $4,643+33.9% | $5,150+20.8% | $7,234-14.0% |