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 | $111,011 | $91,552+21.3% | $133,956-17.1% | $79,858+39.0% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+9.9pp |
| Annual return | 13.74% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,550 | $2,384-35.0% | $3,919-60.4% | $2,471-37.3% |
| Participant deferral / active EE | $4,425 | $3,733+18.5% | $5,048-12.3% | $3,740+18.3% |
| Admin fee / account holder | $11,725 | $6,321+85.5% | $8,927+31.3% | $5,306+121.0% |