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 | $73,092 | $57,016+28.2% | $84,966-14.0% | $80,856-9.6% |
| Participation rate | 79.3% | 56.3%+23.0pp | 67.5%+11.8pp | 67.6%+11.7pp |
| Annual return | 19.20% | 21.66%-2.5pp | 66.38%-47.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,362 | $1,798+87.0% | $2,727+23.3% | $2,755+22.0% |
| Participant deferral / active EE | $3,408 | $3,110+9.6% | $4,519-24.6% | $4,296-20.7% |
| Admin fee / account holder | $7,992 | $4,980+60.5% | $6,149+30.0% | $6,918+15.5% |