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 | $101,011 | $81,208+24.4% | $98,907+2.1% | $79,858+26.5% |
| Participation rate | 84.1% | 72.5%+11.6pp | 76.0%+8.0pp | 69.6%+14.4pp |
| Annual return | 12.38% | 60.99%-48.6pp | 196.43%-184.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $451 | $1,960-77.0% | $2,689-83.2% | $2,471-81.7% |
| Participant deferral / active EE | $3,554 | $3,265+8.8% | $4,244-16.3% | $3,740-5.0% |
| Admin fee / account holder | $1,625 | $6,013-73.0% | $6,642-75.5% | $5,306-69.4% |