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 | $120,090 | $87,733+36.9% | $106,548+12.7% | $85,850+39.9% |
| Participation rate | 93.3% | 71.9%+21.4pp | 76.1%+17.2pp | 69.3%+24.0pp |
| Annual return | 12.59% | 21.86%-9.3pp | 26.80%-14.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $474 | $2,073-77.1% | $2,819-83.2% | $2,565-81.5% |
| Participant deferral / active EE | $8,795 | $3,469+153.5% | $4,398+100.0% | $3,952+122.6% |
| Admin fee / account holder | $5,804 | $6,767-14.2% | $7,407-21.6% | $6,260-7.3% |