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 | $74,603 | $48,230+54.7% | $67,502+10.5% | $80,856-7.7% |
| Participation rate | 93.3% | 66.4%+27.0pp | 72.9%+20.5pp | 67.6%+25.7pp |
| Annual return | 14.51% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,019 | $2,0200% | $2,731-26.1% | $2,755-26.7% |
| Participant deferral / active EE | $5,036 | $2,924+72.2% | $4,000+25.9% | $4,296+17.2% |
| Admin fee / account holder | $4,975 | $3,681+35.2% | $3,998+24.5% | $6,918-28.1% |