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 | $110,509 | $78,672+40.5% | $109,143+1.3% | $85,850+28.7% |
| Participation rate | 90.6% | 68.3%+22.4pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 12.93% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,022 | $2,735-26.1% | $3,722-45.7% | $2,565-21.2% |
| Participant deferral / active EE | $4,041 | $3,467+16.6% | $4,653-13.1% | $3,952+2.3% |
| Admin fee / account holder | $2,231 | $5,469-59.2% | $6,752-67.0% | $6,260-64.4% |