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 | $100,021 | $81,248+23.1% | $155,509-35.7% | $80,856+23.7% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+27.0pp |
| Annual return | 12.71% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,757 | $3,100-43.3% | $4,672-62.4% | $2,755-36.2% |
| Participant deferral / active EE | $4,788 | $3,452+38.7% | $5,626-14.9% | $4,296+11.5% |
| Admin fee / account holder | $28,787 | $7,997+260.0% | $15,912+80.9% | $6,918+316.1% |