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 | $116,557 | $70,428+65.5% | $96,562+20.7% | $85,850+35.8% |
| Participation rate | 82.2% | 61.8%+20.4pp | 69.8%+12.4pp | 69.3%+12.9pp |
| Annual return | 14.97% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,441 | $1,413+2.0% | $2,356-38.9% | $2,565-43.8% |
| Participant deferral / active EE | $2,358 | $2,894-18.5% | $3,849-38.7% | $3,952-40.3% |
| Admin fee / account holder | $2,946 | $4,997-41.0% | $6,181-52.3% | $6,260-52.9% |