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 | $134,311 | $85,202+57.6% | $172,739-22.2% | $72,985+84.0% |
| Participation rate | 74.3% | 70.1%+4.3pp | 82.6%-8.3pp | 69.5%+4.8pp |
| Annual return | 20.96% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,707 | $3,324-18.6% | $5,143-47.4% | $2,440+11.0% |
| Participant deferral / active EE | $3,569 | $3,260+9.5% | $5,198-31.3% | $3,607-1.1% |
| Admin fee / account holder | $1,464 | $5,884-75.1% | $13,954-89.5% | $5,124-71.4% |