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 9-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 | $93,122 | $77,899+19.5% | $149,673-37.8% | $75,163+23.9% |
| Participation rate | 80.6% | 65.6%+15.0pp | 78.8%+1.8pp | 67.2%+13.4pp |
| Annual return | 24.01% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,452 | $3,137-21.8% | $4,818-49.1% | $2,670-8.2% |
| Participant deferral / active EE | $7,240 | $3,411+112.3% | $5,680+27.5% | $4,125+75.5% |
| Admin fee / account holder | $4,248 | $5,956-28.7% | $13,210-67.8% | $5,651-24.8% |