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 | $110,324 | $85,202+29.5% | $172,739-36.1% | $72,985+51.2% |
| Participation rate | 79.5% | 70.1%+9.5pp | 82.6%-3.1pp | 69.5%+10.1pp |
| Annual return | 17.90% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,054 | $3,324-38.2% | $5,143-60.1% | $2,440-15.8% |
| Participant deferral / active EE | $3,496 | $3,260+7.2% | $5,198-32.7% | $3,607-3.1% |
| Admin fee / account holder | $5,269 | $5,884-10.5% | $13,954-62.2% | $5,124+2.8% |