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 | $126,950 | $78,672+61.4% | $109,143+16.3% | $85,850+47.9% |
| Participation rate | 90.8% | 68.3%+22.5pp | 75.9%+14.9pp | 69.3%+21.5pp |
| Annual return | 11.46% | 25.09%-13.6pp | 25.75%-14.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,308 | $2,735-15.6% | $3,722-38.0% | $2,565-10.0% |
| Participant deferral / active EE | $5,916 | $3,467+70.6% | $4,653+27.1% | $3,952+49.7% |
| Admin fee / account holder | $6,365 | $5,469+16.4% | $6,752-5.7% | $6,260+1.7% |