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 | $110,007 | $105,856+3.9% | $285,549-61.5% | $116,875-5.9% |
| Participation rate | 72.0% | 68.4%+3.6pp | 83.2%-11.2pp | 74.5%-2.5pp |
| Annual return | 29.20% | 16.47%+12.7pp | 7.15%+22.1pp | 16.29%+12.9pp |
| Employer contribution / active EE | $1,416 | $2,968-52.3% | $5,022-71.8% | $3,288-56.9% |
| Participant deferral / active EE | $3,911 | $2,757+41.9% | $4,549-14.0% | $3,885+0.7% |
| Admin fee / account holder | $4,770 | $7,416-35.7% | $13,934-65.8% | $12,263-61.1% |