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 | $94,402 | $74,888+26.1% | $71,209+32.6% | $142,382-33.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 17.29% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,341 | $2,854-18.0% | $2,721-14.0% | $4,299-45.6% |
| Participant deferral / active EE | $4,011 | $4,454-10.0% | $4,175-3.9% | $6,507-38.4% |
| Admin fee / account holder | $6,341 | $5,568+13.9% | $5,349+18.5% | $12,624-49.8% |