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 | $98,181 | $84,233+16.6% | $170,442-42.4% | $70,131+40.0% |
| Participation rate | 87.5% | 70.8%+16.7pp | 83.6%+3.9pp | 69.5%+18.0pp |
| Annual return | 17.65% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,302 | $3,387-32.0% | $5,433-57.6% | $2,342-1.7% |
| Participant deferral / active EE | $3,253 | $3,086+5.4% | $4,939-34.1% | $3,332-2.4% |
| Admin fee / account holder | $1,124 | $5,698-80.3% | $13,880-91.9% | $4,645-75.8% |