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 | $122,630 | $77,899+57.4% | $149,673-18.1% | $75,163+63.2% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 15.91% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,118 | $3,137+31.2% | $4,818-14.5% | $2,670+54.2% |
| Participant deferral / active EE | $6,073 | $3,411+78.1% | $5,680+6.9% | $4,125+47.2% |
| Admin fee / account holder | $4,876 | $5,956-18.1% | $13,210-63.1% | $5,651-13.7% |