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 | $111,240 | $91,552+21.5% | $133,956-17.0% | $79,858+39.3% |
| Participation rate | 70.6% | 73.3%-2.8pp | 79.8%-9.3pp | 69.6%+1.0pp |
| Annual return | 16.51% | 61.85%-45.3pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,490 | $2,384-37.5% | $3,919-62.0% | $2,471-39.7% |
| Participant deferral / active EE | $5,358 | $3,733+43.5% | $5,048+6.1% | $3,740+43.3% |
| Admin fee / account holder | $7,113 | $6,321+12.5% | $8,927-20.3% | $5,306+34.0% |