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 | $75,725 | $74,888+1.1% | $71,209+6.3% | $142,382-46.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 16.41% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,351 | $2,854+17.4% | $2,721+23.2% | $4,299-22.1% |
| Participant deferral / active EE | $7,372 | $4,454+65.5% | $4,175+76.6% | $6,507+13.3% |
| Admin fee / account holder | $6,425 | $5,568+15.4% | $5,349+20.1% | $12,624-49.1% |