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 | $119,027 | $85,202+39.7% | $172,739-31.1% | $72,985+63.1% |
| Participation rate | 73.1% | 70.1%+3.0pp | 82.6%-9.6pp | 69.5%+3.6pp |
| Annual return | 20.14% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,358 | $3,324-29.1% | $5,143-54.2% | $2,440-3.4% |
| Participant deferral / active EE | $4,623 | $3,260+41.8% | $5,198-11.0% | $3,607+28.2% |
| Admin fee / account holder | $1,029 | $5,884-82.5% | $13,954-92.6% | $5,124-79.9% |