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 | $130,024 | $87,733+48.2% | $106,548+22.0% | $85,850+51.5% |
| Participation rate | 87.7% | 71.9%+15.8pp | 76.1%+11.6pp | 69.3%+18.4pp |
| Annual return | 12.78% | 21.86%-9.1pp | 26.80%-14.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,579 | $2,073-23.8% | $2,819-44.0% | $2,565-38.4% |
| Participant deferral / active EE | $3,942 | $3,469+13.6% | $4,398-10.4% | $3,952-0.3% |
| Admin fee / account holder | $4,406 | $6,767-34.9% | $7,407-40.5% | $6,260-29.6% |