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 | $139,984 | $111,814+25.2% | $103,374+35.4% | $145,959-4.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 18.35% | 24.77%-6.4pp | 24.89%-6.5pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,318 | $4,214-45.0% | $3,869-40.1% | $4,661-50.3% |
| Participant deferral / active EE | $3,988 | $5,618-29.0% | $5,058-21.2% | $6,689-40.4% |
| Admin fee / account holder | $9,977 | $9,754+2.3% | $8,394+18.9% | $13,398-25.5% |