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 | $96,353 | $91,190+5.7% | $178,490-46.0% | $79,858+20.7% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 17.93% | 24.19%-6.3pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,455 | $3,256-55.3% | $5,011-71.0% | $2,471-41.1% |
| Participant deferral / active EE | $3,187 | $3,236-1.5% | $5,202-38.7% | $3,740-14.8% |
| Admin fee / account holder | $9,816 | $6,751+45.4% | $13,984-29.8% | $5,306+85.0% |