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 | $119,098 | $89,355+33.3% | $141,162-15.6% | $72,985+63.2% |
| Participation rate | 87.3% | 75.1%+12.2pp | 82.5%+4.8pp | 69.5%+17.8pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,968 | $3,114-36.8% | $4,735-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $7,623 | $5,418+40.7% | $6,709+13.6% | $3,607+111.3% |
| Admin fee / account holder | $16,824 | $5,958+182.4% | $10,261+64.0% | $5,124+228.3% |