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 | $123,917 | $91,552+35.4% | $133,956-7.5% | $79,858+55.2% |
| Participation rate | 85.3% | 73.3%+11.9pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 21.19% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,690 | $2,384-29.1% | $3,919-56.9% | $2,471-31.6% |
| Participant deferral / active EE | $4,372 | $3,733+17.1% | $5,048-13.4% | $3,740+16.9% |
| Admin fee / account holder | $329 | $6,321-94.8% | $8,927-96.3% | $5,306-93.8% |