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 | $127,682 | $95,416+33.8% | $185,823-31.3% | $85,850+48.7% |
| Participation rate | 81.6% | 68.8%+12.8pp | 81.7%-0.1pp | 69.3%+12.3pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,367 | $3,314-28.6% | $5,167-54.2% | $2,565-7.7% |
| Participant deferral / active EE | $7,281 | $3,423+112.7% | $5,568+30.8% | $3,952+84.2% |
| Admin fee / account holder | $14,282 | $7,213+98.0% | $16,237-12.0% | $6,260+128.2% |