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 | $117,243 | $85,202+37.6% | $172,739-32.1% | $72,985+60.6% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 22.58% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,787 | $3,324-46.3% | $5,143-65.3% | $2,440-26.8% |
| Participant deferral / active EE | $5,144 | $3,260+57.8% | $5,198-1.0% | $3,607+42.6% |
| Admin fee / account holder | $3,203 | $5,884-45.6% | $13,954-77.0% | $5,124-37.5% |