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 | $108,914 | $51,638+110.9% | $68,368+59.3% | $82,448+32.1% |
| Participation rate | 84.6% | 63.6%+21.0pp | 73.8%+10.9pp | 68.1%+16.5pp |
| Annual return | 16.17% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,388 | $2,047-32.2% | $2,649-47.6% | $2,551-45.6% |
| Participant deferral / active EE | $3,947 | $2,914+35.5% | $4,123-4.3% | $4,139-4.6% |
| Admin fee / account holder | $7,300 | $4,643+57.2% | $5,150+41.8% | $7,234+0.9% |