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 | $102,416 | $86,922+17.8% | $102,4380% | $80,874+26.6% |
| Participation rate | 90.5% | 72.4%+18.1pp | 76.5%+14.0pp | 67.6%+22.8pp |
| Annual return | 14.04% | 18.90%-4.9pp | 29.37%-15.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,164 | $2,369-50.9% | $3,024-61.5% | $2,756-57.7% |
| Participant deferral / active EE | $5,784 | $4,119+40.4% | $5,054+14.5% | $4,297+34.6% |
| Admin fee / account holder | $12,574 | $8,050+56.2% | $9,448+33.1% | $6,935+81.3% |