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 | $132,434 | $102,966+28.6% | $90,281+46.7% | $152,861-13.4% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 28.40% | 95.16%-66.8pp | 78.10%-49.7pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,558 | $3,139-18.5% | $2,854-10.4% | $4,762-46.3% |
| Participant deferral / active EE | $7,022 | $4,281+64.0% | $3,885+80.7% | $5,850+20.0% |
| Admin fee / account holder | $9,381 | $6,171+52.0% | $5,351+75.3% | $11,596-19.1% |