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 | $129,968 | $76,407+70.1% | $150,298-13.5% | $82,448+57.6% |
| Participation rate | 73.7% | 66.4%+7.3pp | 77.8%-4.1pp | 68.1%+5.6pp |
| Annual return | 15.04% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,423 | $2,614-45.6% | $4,154-65.7% | $2,551-44.2% |
| Participant deferral / active EE | $4,646 | $3,214+44.5% | $5,453-14.8% | $4,139+12.2% |
| Admin fee / account holder | $7,589 | $6,352+19.5% | $14,116-46.2% | $7,234+4.9% |