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 | $137,093 | $70,428+94.7% | $96,562+42.0% | $85,850+59.7% |
| Participation rate | 91.8% | 61.8%+30.0pp | 69.8%+22.0pp | 69.3%+22.5pp |
| Annual return | 16.93% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,140 | $1,413-19.3% | $2,356-51.6% | $2,565-55.6% |
| Participant deferral / active EE | $4,380 | $2,894+51.4% | $3,849+13.8% | $3,952+10.8% |
| Admin fee / account holder | $7,406 | $4,997+48.2% | $6,181+19.8% | $6,260+18.3% |