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 | $113,464 | $104,664+8.4% | $85,682+32.4% | $167,490-32.3% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 43.69% | 21.45%+22.2pp | 21.49%+22.2pp | 478.56%-434.9pp |
| Employer contribution / active EE | $1,482 | $3,337-55.6% | $2,618-43.4% | $4,837-69.4% |
| Participant deferral / active EE | $4,887 | $4,824+1.3% | $3,923+24.6% | $6,341-22.9% |
| Admin fee / account holder | $3,597 | $10,032-64.1% | $6,873-47.7% | $12,309-70.8% |