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 | $84,470 | $95,453-11.5% | $112,040-24.6% | $82,448+2.5% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 14.27% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,842 | $2,318+22.6% | $2,954-3.8% | $2,551+11.4% |
| Participant deferral / active EE | $6,149 | $4,224+45.6% | $5,098+20.6% | $4,139+48.5% |
| Admin fee / account holder | $16,173 | $9,013+79.4% | $12,098+33.7% | $7,234+123.6% |