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 | $117,852 | $81,460+44.7% | $103,333+14.0% | $80,856+45.8% |
| Participation rate | 85.4% | 66.8%+18.6pp | 74.5%+10.9pp | 67.6%+17.8pp |
| Annual return | 12.21% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $973 | $3,105-68.7% | $3,868-74.8% | $2,755-64.7% |
| Participant deferral / active EE | $3,244 | $3,869-16.2% | $5,057-35.9% | $4,296-24.5% |
| Admin fee / account holder | $10,022 | $6,566+52.6% | $8,355+20.0% | $6,918+44.9% |