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 | $102,602 | $65,041+57.7% | $90,951+12.8% | $79,858+28.5% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.0%+21.7pp | 69.6%+21.1pp |
| Annual return | 15.33% | 30.45%-15.1pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,028 | $1,247-17.6% | $2,122-51.5% | $2,471-58.4% |
| Participant deferral / active EE | $3,537 | $2,512+40.8% | $3,373+4.9% | $3,740-5.4% |
| Admin fee / account holder | $8,457 | $4,536+86.4% | $5,959+41.9% | $5,306+59.4% |