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 | $102,394 | $85,202+20.2% | $172,739-40.7% | $72,985+40.3% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 16.44% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,529 | $3,324-54.0% | $5,143-70.3% | $2,440-37.3% |
| Participant deferral / active EE | $3,785 | $3,260+16.1% | $5,198-27.2% | $3,607+4.9% |
| Admin fee / account holder | $10,634 | $5,884+80.7% | $13,954-23.8% | $5,124+107.5% |