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 | $122,754 | $86,286+42.3% | $111,297+10.3% | $85,850+43.0% |
| Participation rate | 74.2% | 73.3%+0.9pp | 77.3%-3.1pp | 69.3%+4.9pp |
| Annual return | 12.53% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $605 | $2,043-70.4% | $2,731-77.9% | $2,565-76.4% |
| Participant deferral / active EE | $3,006 | $3,641-17.4% | $4,487-33.0% | $3,952-23.9% |
| Admin fee / account holder | $992 | $8,188-87.9% | $7,964-87.5% | $6,260-84.2% |