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 | $103,512 | $109,359-5.3% | $162,163-36.2% | $72,985+41.8% |
| Participation rate | 76.6% | 84.3%-7.7pp | 87.6%-11.0pp | 69.5%+7.1pp |
| Annual return | 22.36% | 25.46%-3.1pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,688 | $3,907+20.0% | $5,614-16.5% | $2,440+92.1% |
| Participant deferral / active EE | $3,570 | $5,481-34.9% | $7,298-51.1% | $3,607-1.0% |
| Admin fee / account holder | $6,562 | $7,972-17.7% | $10,843-39.5% | $5,124+28.1% |