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 | $83,748 | $39,162+113.9% | $100,671-16.8% | $59,632+40.4% |
| Participation rate | 86.2% | 55.9%+30.4pp | 70.7%+15.5pp | 68.7%+17.5pp |
| Annual return | 2.71% | 21.07%-18.4pp | 20.43%-17.7pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $714 | $1,151-38.0% | $4,012-82.2% | $2,203-67.6% |
| Participant deferral / active EE | $4,044 | $1,992+103.0% | $3,144+28.6% | $3,192+26.7% |
| Admin fee / account holder | $9,377 | $2,969+215.8% | $4,850+93.3% | $4,297+118.2% |