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 | $135,827 | $91,190+49.0% | $178,490-23.9% | $79,858+70.1% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.4pp |
| Annual return | 10.30% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,589 | $3,256-51.2% | $5,011-68.3% | $2,471-35.7% |
| Participant deferral / active EE | $3,759 | $3,236+16.2% | $5,202-27.7% | $3,740+0.5% |
| Admin fee / account holder | $27,776 | $6,751+311.4% | $13,984+98.6% | $5,306+423.5% |