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 | $137,342 | $81,208+69.1% | $98,907+38.9% | $79,858+72.0% |
| Participation rate | 75.7% | 72.5%+3.2pp | 76.0%-0.3pp | 69.6%+6.0pp |
| Annual return | 10.28% | 60.99%-50.7pp | 196.43%-186.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $747 | $1,960-61.9% | $2,689-72.2% | $2,471-69.8% |
| Participant deferral / active EE | $2,919 | $3,265-10.6% | $4,244-31.2% | $3,740-21.9% |
| Admin fee / account holder | $57,138 | $6,013+850.3% | $6,642+760.3% | $5,306+976.8% |