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 | $118,706 | $76,552+55.1% | $123,892-4.2% | $62,891+88.7% |
| Participation rate | 98.9% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 11.82% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,173 | $2,883-24.6% | $4,617-52.9% | $2,281-4.7% |
| Participant deferral / active EE | $6,190 | $4,840+27.9% | $5,984+3.4% | $3,203+93.3% |
| Admin fee / account holder | $3,098 | $4,826-35.8% | $8,357-62.9% | $4,296-27.9% |