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 | $96,273 | $62,672+53.6% | $185,117-48.0% | $70,131+37.3% |
| Participation rate | 96.8% | 63.8%+33.0pp | 77.3%+19.5pp | 69.5%+27.2pp |
| Annual return | 23.09% | 40.79%-17.7pp | 40.50%-17.4pp | 73.14%-50.1pp |
| Employer contribution / active EE | $2,081 | $1,753+18.7% | $4,182-50.2% | $2,342-11.2% |
| Participant deferral / active EE | $5,073 | $3,272+55.1% | $5,045+0.5% | $3,332+52.3% |
| Admin fee / account holder | $551 | $3,932-86.0% | $8,159-93.2% | $4,645-88.1% |