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 | $103,173 | $89,355+15.5% | $141,162-26.9% | $72,985+41.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 19.87% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,064 | $3,114-65.8% | $4,735-77.5% | $2,440-56.4% |
| Participant deferral / active EE | $8,526 | $5,418+57.4% | $6,709+27.1% | $3,607+136.3% |
| Admin fee / account holder | $6,715 | $5,958+12.7% | $10,261-34.6% | $5,124+31.0% |