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 | $107,844 | $81,248+32.7% | $155,509-30.7% | $80,856+33.4% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 16.65% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,581 | $3,100-49.0% | $4,672-66.2% | $2,755-42.6% |
| Participant deferral / active EE | $2,832 | $3,452-17.9% | $5,626-49.7% | $4,296-34.1% |
| Admin fee / account holder | $2,219 | $7,997-72.2% | $15,912-86.1% | $6,918-67.9% |