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 | $129,522 | $106,749+21.3% | $145,433-10.9% | $82,448+57.1% |
| Participation rate | 90.2% | 75.6%+14.6pp | 82.1%+8.1pp | 68.1%+22.2pp |
| Annual return | 16.96% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,281 | $3,444-33.8% | $4,554-49.9% | $2,551-10.6% |
| Participant deferral / active EE | $5,682 | $6,519-12.8% | $7,897-28.1% | $4,139+37.3% |
| Admin fee / account holder | $5,044 | $8,390-39.9% | $13,129-61.6% | $7,234-30.3% |