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 | $123,327 | $89,753+37.4% | $107,525+14.7% | $84,808+45.4% |
| Participation rate | 94.0% | 68.1%+26.0pp | 75.1%+19.0pp | 68.3%+25.7pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,553 | $3,113-50.1% | $3,754-58.6% | $2,631-41.0% |
| Participant deferral / active EE | $4,132 | $4,056+1.9% | $5,116-19.2% | $4,212-1.9% |
| Admin fee / account holder | $8,009 | $7,222+10.9% | $8,919-10.2% | $7,344+9.1% |