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 | $117,250 | $81,248+44.3% | $155,509-24.6% | $80,856+45.0% |
| Participation rate | 95.5% | 66.2%+29.3pp | 78.2%+17.3pp | 67.6%+27.9pp |
| Annual return | 14.02% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,997 | $3,100-35.6% | $4,672-57.3% | $2,755-27.5% |
| Participant deferral / active EE | $2,466 | $3,452-28.6% | $5,626-56.2% | $4,296-42.6% |
| Admin fee / account holder | $1,574 | $7,997-80.3% | $15,912-90.1% | $6,918-77.3% |