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 | $128,987 | $80,717+59.8% | $154,803-16.7% | $84,808+52.1% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.0pp | 68.3%+12.8pp |
| Annual return | 16.80% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,273 | $2,761+18.5% | $4,305-24.0% | $2,631+24.4% |
| Participant deferral / active EE | $5,023 | $3,303+52.1% | $5,540-9.3% | $4,212+19.3% |
| Admin fee / account holder | $2,157 | $6,746-68.0% | $14,329-84.9% | $7,344-70.6% |