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 | $110,493 | $69,207+59.7% | $64,056+72.5% | $139,434-20.8% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 19.43% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,153 | $3,182-32.4% | $2,747-21.6% | $4,751-54.7% |
| Participant deferral / active EE | $4,675 | $4,682-0.1% | $3,880+20.5% | $6,710-30.3% |
| Admin fee / account holder | $15,780 | $4,244+271.8% | $3,068+414.3% | $11,403+38.4% |