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 | $110,557 | $85,022+30.0% | $70,515+56.8% | $139,434-20.7% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 12.34% | 30.38%-18.0pp | 32.77%-20.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,192 | $3,909-69.5% | $2,973-59.9% | $4,751-74.9% |
| Participant deferral / active EE | $2,508 | $5,890-57.4% | $4,567-45.1% | $6,710-62.6% |
| Admin fee / account holder | $20,848 | $8,906+134.1% | $6,412+225.1% | $11,403+82.8% |