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 | $59,837 | $89,355-33.0% | $141,162-57.6% | $72,985-18.0% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 21.94% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,139 | $3,114+32.9% | $4,735-12.6% | $2,440+69.6% |
| Participant deferral / active EE | $10,083 | $5,418+86.1% | $6,709+50.3% | $3,607+179.5% |
| Admin fee / account holder | $4,173 | $5,958-30.0% | $10,261-59.3% | $5,124-18.6% |