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 | $110,028 | $95,453+15.3% | $112,040-1.8% | $82,448+33.5% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 18.48% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,361 | $2,318-41.3% | $2,954-53.9% | $2,551-46.7% |
| Participant deferral / active EE | $5,256 | $4,224+24.4% | $5,098+3.1% | $4,139+27.0% |
| Admin fee / account holder | $19,919 | $9,013+121.0% | $12,098+64.6% | $7,234+175.3% |