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 | $100,985 | $109,881-8.1% | $150,045-32.7% | $84,808+19.1% |
| Participation rate | 74.2% | 76.1%-1.8pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,451 | $3,561-31.2% | $4,693-47.8% | $2,631-6.8% |
| Participant deferral / active EE | $10,523 | $6,636+58.6% | $7,997+31.6% | $4,212+149.9% |
| Admin fee / account holder | $17,841 | $8,568+108.2% | $13,435+32.8% | $7,344+142.9% |