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 | $117,299 | $102,317+14.6% | $146,958-20.2% | $80,856+45.1% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 13.64% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,153 | $3,713-42.0% | $4,933-56.4% | $2,755-21.9% |
| Participant deferral / active EE | $7,280 | $6,644+9.6% | $8,070-9.8% | $4,296+69.5% |
| Admin fee / account holder | $13,422 | $7,941+69.0% | $12,998+3.3% | $6,918+94.0% |