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 | $123,004 | $103,376+19.0% | $87,100+41.2% | $152,861-19.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 25.45% | 28.10%-2.6pp | 28.19%-2.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,748 | $3,220-14.7% | $2,521+9.0% | $4,762-42.3% |
| Participant deferral / active EE | $8,798 | $4,778+84.1% | $4,049+117.3% | $5,850+50.4% |
| Admin fee / account holder | $974 | $12,205-92.0% | $7,497-87.0% | $11,596-91.6% |