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 | $135,569 | $89,753+51.0% | $107,525+26.1% | $84,808+59.9% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 14.00% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,599 | $3,113-16.5% | $3,754-30.8% | $2,631-1.2% |
| Participant deferral / active EE | $6,519 | $4,056+60.7% | $5,116+27.4% | $4,212+54.8% |
| Admin fee / account holder | $3,333 | $7,222-53.8% | $8,919-62.6% | $7,344-54.6% |