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 | $134,997 | $171,164-21.1% | $127,761+5.7% | $152,861-11.7% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.0%-5.3pp | 82.4%-8.8pp |
| Annual return | 21.72% | 23.54%-1.8pp | 26.14%-4.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $7,140 | $5,447+31.1% | $4,574+56.1% | $4,762+49.9% |
| Participant deferral / active EE | $9,474 | $7,038+34.6% | $6,021+57.3% | $5,850+62.0% |
| Admin fee / account holder | $11,090 | $14,530-23.7% | $9,395+18.0% | $11,596-4.4% |