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 | $110,016 | $72,177+52.4% | $115,037-4.4% | $59,632+84.5% |
| Participation rate | 76.4% | 72.6%+3.8pp | 81.4%-5.0pp | 68.7%+7.7pp |
| Annual return | 1.60% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,650 | $2,841-41.9% | $4,608-64.2% | $2,203-25.1% |
| Participant deferral / active EE | $4,742 | $4,783-0.9% | $6,026-21.3% | $3,192+48.6% |
| Admin fee / account holder | $12,684 | $4,927+157.4% | $8,175+55.1% | $4,297+195.2% |