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 | $144,660 | $89,753+61.2% | $107,525+34.5% | $84,808+70.6% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 14.88% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,688 | $3,113-45.8% | $3,754-55.0% | $2,631-35.8% |
| Participant deferral / active EE | $5,594 | $4,056+37.9% | $5,116+9.4% | $4,212+32.8% |
| Admin fee / account holder | $2,065 | $7,222-71.4% | $8,919-76.8% | $7,344-71.9% |