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 | $78,221 | $49,138+59.2% | $84,015-6.9% | $65,185+20.0% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 70.2%+4.8pp |
| Annual return | 24.85% | 23.00%+1.9pp | 71.31%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $344 | $914-62.4% | $1,983-82.7% | $2,177-84.2% |
| Participant deferral / active EE | $3,863 | $2,397+61.1% | $3,239+19.3% | $3,514+9.9% |
| Admin fee / account holder | $8,952 | $543+1547.5% | $6,101+46.7% | $847+956.8% |