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 | $142,654 | $85,022+67.8% | $70,515+102.3% | $139,434+2.3% |
| Participation rate | 92.3% | 73.9%+18.4pp | 68.3%+24.0pp | 80.3%+12.0pp |
| Annual return | 18.71% | 30.38%-11.7pp | 32.77%-14.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,552 | $3,909-60.3% | $2,973-47.8% | $4,751-67.3% |
| Participant deferral / active EE | $3,105 | $5,890-47.3% | $4,567-32.0% | $6,710-53.7% |
| Admin fee / account holder | $3,317 | $8,906-62.8% | $6,412-48.3% | $11,403-70.9% |