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 | $115,647 | $85,202+35.7% | $172,739-33.1% | $72,985+58.5% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.1pp | 69.5%+13.0pp |
| Annual return | 20.82% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,375 | $3,324-28.6% | $5,143-53.8% | $2,440-2.7% |
| Participant deferral / active EE | $6,044 | $3,260+85.4% | $5,198+16.3% | $3,607+67.5% |
| Admin fee / account holder | $720 | $5,884-87.8% | $13,954-94.8% | $5,124-85.9% |