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 | $73,348 | $65,041+12.8% | $90,951-19.4% | $79,858-8.2% |
| Participation rate | 78.4% | 61.6%+16.8pp | 69.0%+9.4pp | 69.6%+8.7pp |
| Annual return | 14.68% | 30.45%-15.8pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $384 | $1,247-69.2% | $2,122-81.9% | $2,471-84.5% |
| Participant deferral / active EE | $4,639 | $2,512+84.7% | $3,373+37.5% | $3,740+24.0% |
| Admin fee / account holder | $9,319 | $4,536+105.4% | $5,959+56.4% | $5,306+75.6% |