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 | $103,012 | $47,848+115.3% | $81,478+26.4% | $70,131+46.9% |
| Participation rate | 93.5% | 58.3%+35.3pp | 68.0%+25.6pp | 69.5%+24.0pp |
| Annual return | 19.49% | 27.25%-7.8pp | 38.78%-19.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,370 | $1,527-10.3% | $2,568-46.6% | $2,342-41.5% |
| Participant deferral / active EE | $5,667 | $2,453+131.0% | $3,537+60.2% | $3,332+70.1% |
| Admin fee / account holder | $333 | $3,145-89.4% | $4,561-92.7% | $4,645-92.8% |