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 | $131,687 | $84,233+56.3% | $170,442-22.7% | $70,131+87.8% |
| Participation rate | 80.5% | 70.8%+9.7pp | 83.6%-3.1pp | 69.5%+11.0pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,111 | $3,387-37.7% | $5,433-61.1% | $2,342-9.9% |
| Participant deferral / active EE | $4,600 | $3,086+49.1% | $4,939-6.9% | $3,332+38.1% |
| Admin fee / account holder | $1,156 | $5,698-79.7% | $13,880-91.7% | $4,645-75.1% |