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 | $115,594 | $91,552+26.3% | $133,956-13.7% | $79,858+44.8% |
| Participation rate | 70.9% | 73.3%-2.4pp | 79.8%-8.9pp | 69.6%+1.3pp |
| Annual return | 16.62% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $882 | $2,384-63.0% | $3,919-77.5% | $2,471-64.3% |
| Participant deferral / active EE | $3,659 | $3,733-2.0% | $5,048-27.5% | $3,740-2.2% |
| Admin fee / account holder | $3,933 | $6,321-37.8% | $8,927-55.9% | $5,306-25.9% |