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 | $65,704 | $109,881-40.2% | $150,045-56.2% | $84,808-22.5% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 35.08% | 28.25%+6.8pp | 62.55%-27.5pp | 40.90%-5.8pp |
| Employer contribution / active EE | $6,888 | $3,561+93.4% | $4,693+46.8% | $2,631+161.8% |
| Participant deferral / active EE | $10,528 | $6,636+58.7% | $7,997+31.6% | $4,212+150.0% |
| Admin fee / account holder | $20,417 | $8,568+138.3% | $13,435+52.0% | $7,344+178.0% |