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 | $116,522 | $57,016+104.4% | $84,966+37.1% | $80,856+44.1% |
| Participation rate | 86.7% | 56.3%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 14.91% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,336 | $1,798+29.9% | $2,727-14.4% | $2,755-15.2% |
| Participant deferral / active EE | $6,743 | $3,110+116.8% | $4,519+49.2% | $4,296+57.0% |
| Admin fee / account holder | $981 | $4,980-80.3% | $6,149-84.1% | $6,918-85.8% |