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 | $242,306 | $162,781+48.9% | $133,956+80.9% | $158,922+52.5% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 11.89% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $7,098 | $4,975+42.7% | $3,919+81.1% | $4,761+49.1% |
| Participant deferral / active EE | $9,619 | $5,911+62.7% | $5,048+90.6% | $5,982+60.8% |
| Admin fee / account holder | $5,630 | $11,736-52.0% | $8,927-36.9% | $11,246-49.9% |