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 | $140,492 | $109,359+28.5% | $162,163-13.4% | $72,985+92.5% |
| Participation rate | 80.4% | 84.3%-3.8pp | 87.6%-7.1pp | 69.5%+10.9pp |
| Annual return | 20.98% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,297 | $3,907-66.8% | $5,614-76.9% | $2,440-46.8% |
| Participant deferral / active EE | $5,499 | $5,481+0.3% | $7,298-24.6% | $3,607+52.4% |
| Admin fee / account holder | $15,971 | $7,972+100.3% | $10,843+47.3% | $5,124+211.7% |