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 | $105,165 | $65,041+61.7% | $90,951+15.6% | $79,858+31.7% |
| Participation rate | 98.2% | 61.6%+36.6pp | 69.0%+29.2pp | 69.6%+28.6pp |
| Annual return | 21.26% | 30.45%-9.2pp | 134.60%-113.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $815 | $1,247-34.6% | $2,122-61.6% | $2,471-67.0% |
| Participant deferral / active EE | $4,409 | $2,512+75.5% | $3,373+30.7% | $3,740+17.9% |
| Admin fee / account holder | $12,352 | $4,536+172.3% | $5,959+107.3% | $5,306+132.8% |