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 | $117,436 | $95,416+23.1% | $185,823-36.8% | $85,850+36.8% |
| Participation rate | 72.7% | 68.8%+4.0pp | 81.7%-9.0pp | 69.3%+3.4pp |
| Annual return | 19.60% | 23.59%-4.0pp | 122.05%-102.4pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,082 | $3,314-37.2% | $5,167-59.7% | $2,565-18.8% |
| Participant deferral / active EE | $5,183 | $3,423+51.4% | $5,568-6.9% | $3,952+31.2% |
| Admin fee / account holder | $2,575 | $7,213-64.3% | $16,237-84.1% | $6,260-58.9% |