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 | $111,235 | $51,638+115.4% | $68,368+62.7% | $82,448+34.9% |
| Participation rate | 75.7% | 63.6%+12.1pp | 73.8%+1.9pp | 68.1%+7.6pp |
| Annual return | 21.74% | 37.53%-15.8pp | 292.57%-270.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,885 | $2,047+89.8% | $2,649+46.7% | $2,551+52.3% |
| Participant deferral / active EE | $3,789 | $2,914+30.1% | $4,123-8.1% | $4,139-8.5% |
| Admin fee / account holder | $2,875 | $4,643-38.1% | $5,150-44.2% | $7,234-60.3% |