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 | $113,659 | $77,899+45.9% | $149,673-24.1% | $75,163+51.2% |
| Participation rate | 76.1% | 65.6%+10.5pp | 78.8%-2.6pp | 67.2%+8.9pp |
| Annual return | 16.76% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,192 | $3,137+33.6% | $4,818-13.0% | $2,670+57.0% |
| Participant deferral / active EE | $4,658 | $3,411+36.6% | $5,680-18.0% | $4,125+12.9% |
| Admin fee / account holder | $8,945 | $5,956+50.2% | $13,210-32.3% | $5,651+58.3% |