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 | $101,950 | $96,484+5.7% | $75,886+34.3% | $152,861-33.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 24.16% | 33.98%-9.8pp | 30.76%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,031 | $3,309-8.4% | $2,500+21.2% | $4,762-36.4% |
| Participant deferral / active EE | $9,204 | $4,553+102.2% | $3,603+155.5% | $5,850+57.3% |
| Admin fee / account holder | $7,167 | $8,078-11.3% | $5,418+32.3% | $11,596-38.2% |