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 | $119,156 | $65,409+82.2% | $98,442+21.0% | $85,850+38.8% |
| Participation rate | 88.8% | 65.0%+23.8pp | 73.3%+15.4pp | 69.3%+19.4pp |
| Annual return | 26.04% | 21.76%+4.3pp | 1492.73%-1466.7pp | 318.53%-292.5pp |
| Employer contribution / active EE | $728 | $2,168-66.4% | $2,960-75.4% | $2,565-71.6% |
| Participant deferral / active EE | $4,041 | $3,166+27.6% | $4,276-5.5% | $3,952+2.3% |
| Admin fee / account holder | $5,827 | $4,593+26.9% | $5,949-2.0% | $6,260-6.9% |