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 | $115,290 | $76,367+51.0% | $93,606+23.2% | $72,985+58.0% |
| Participation rate | 73.0% | 71.7%+1.2pp | 75.8%-2.9pp | 69.5%+3.5pp |
| Annual return | 23.20% | 25.82%-2.6pp | 32.76%-9.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $903 | $2,275-60.3% | $2,718-66.8% | $2,440-63.0% |
| Participant deferral / active EE | $1,862 | $3,538-47.4% | $4,069-54.2% | $3,607-48.4% |
| Admin fee / account holder | $26,355 | $6,838+285.4% | $7,888+234.1% | $5,124+414.3% |