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 | $142,013 | $105,181+35.0% | $159,436-10.9% | $85,850+65.4% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.8%-9.4pp | 69.3%+4.2pp |
| Annual return | 15.76% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,581 | $3,318-22.2% | $4,829-46.6% | $2,565+0.6% |
| Participant deferral / active EE | $4,784 | $5,945-19.5% | $7,352-34.9% | $3,952+21.1% |
| Admin fee / account holder | $8,894 | $6,933+28.3% | $10,799-17.6% | $6,260+42.1% |