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 | $116,212 | $127,065-8.5% | $113,168+2.7% | $142,382-18.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 14.30% | 24.03%-9.7pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,240 | $3,442-34.9% | $2,975-24.7% | $4,299-47.9% |
| Participant deferral / active EE | $11,305 | $5,716+97.8% | $5,107+121.4% | $6,507+73.7% |
| Admin fee / account holder | $42,733 | $15,736+171.6% | $12,068+254.1% | $12,624+238.5% |