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 | $149,174 | $81,460+83.1% | $103,333+44.4% | $80,856+84.5% |
| Participation rate | 84.2% | 66.8%+17.4pp | 74.5%+9.7pp | 67.6%+16.6pp |
| Annual return | 10.69% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,596 | $3,105-16.4% | $3,868-32.9% | $2,755-5.8% |
| Participant deferral / active EE | $7,341 | $3,869+89.8% | $5,057+45.2% | $4,296+70.9% |
| Admin fee / account holder | $4,466 | $6,566-32.0% | $8,355-46.6% | $6,918-35.5% |