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 | $208,316 | $138,347+50.6% | $184,203+13.1% | $80,856+157.6% |
| Participation rate | 79.1% | 83.9%-4.8pp | 86.8%-7.7pp | 67.6%+11.4pp |
| Annual return | 12.84% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,674 | $4,850-44.9% | $6,427-58.4% | $2,755-2.9% |
| Participant deferral / active EE | $5,358 | $7,071-24.2% | $9,131-41.3% | $4,296+24.7% |
| Admin fee / account holder | $31,453 | $10,483+200.0% | $13,901+126.3% | $6,918+354.7% |