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 | $141,024 | $102,317+37.8% | $146,958-4.0% | $80,856+74.4% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 15.26% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,801 | $3,713-24.6% | $4,933-43.2% | $2,755+1.7% |
| Participant deferral / active EE | $5,505 | $6,644-17.1% | $8,070-31.8% | $4,296+28.1% |
| Admin fee / account holder | $4,537 | $7,941-42.9% | $12,998-65.1% | $6,918-34.4% |