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 | $113,437 | $78,705+44.1% | $117,854-3.7% | $70,131+61.8% |
| Participation rate | 88.1% | 73.2%+14.9pp | 79.7%+8.4pp | 69.5%+18.6pp |
| Annual return | 22.56% | 23.30%-0.7pp | 335.08%-312.5pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,264 | $2,223-43.2% | $3,786-66.6% | $2,342-46.0% |
| Participant deferral / active EE | $1,943 | $3,297-41.1% | $4,482-56.7% | $3,332-41.7% |
| Admin fee / account holder | $4,134 | $5,065-18.4% | $8,020-48.4% | $4,645-11.0% |