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 | $106,874 | $93,346+14.5% | $71,796+48.9% | $273,961-61.0% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 7.21% | 130.39%-123.2pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,672 | $2,733-38.8% | $1,924-13.1% | $4,869-65.7% |
| Participant deferral / active EE | $4,572 | $3,475+31.6% | $2,794+63.6% | $5,287-13.5% |
| Admin fee / account holder | $2,261 | $6,571-65.6% | $4,815-53.0% | $10,132-77.7% |