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 | $108,126 | $91,190+18.6% | $178,490-39.4% | $79,858+35.4% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 15.29% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,307 | $3,256-59.9% | $5,011-73.9% | $2,471-47.1% |
| Participant deferral / active EE | $4,494 | $3,236+38.9% | $5,202-13.6% | $3,740+20.2% |
| Admin fee / account holder | $11,885 | $6,751+76.0% | $13,984-15.0% | $5,306+124.0% |