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 | $110,214 | $81,208+35.7% | $98,907+11.4% | $79,858+38.0% |
| Participation rate | 71.2% | 72.5%-1.3pp | 76.0%-4.8pp | 69.6%+1.6pp |
| Annual return | 16.23% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $846 | $1,960-56.8% | $2,689-68.6% | $2,471-65.8% |
| Participant deferral / active EE | $2,185 | $3,265-33.1% | $4,244-48.5% | $3,740-41.6% |
| Admin fee / account holder | $7,983 | $6,013+32.8% | $6,642+20.2% | $5,306+50.5% |