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 | $128,839 | $80,717+59.6% | $154,803-16.8% | $84,808+51.9% |
| Participation rate | 82.5% | 66.8%+15.6pp | 78.1%+4.4pp | 68.3%+14.1pp |
| Annual return | 16.86% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,174 | $2,761+14.9% | $4,305-26.3% | $2,631+20.6% |
| Participant deferral / active EE | $6,339 | $3,303+91.9% | $5,540+14.4% | $4,212+50.5% |
| Admin fee / account holder | $26,886 | $6,746+298.6% | $14,329+87.6% | $7,344+266.1% |