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 | $107,024 | $78,422+36.5% | $95,952+11.5% | $79,858+34.0% |
| Participation rate | 75.4% | 73.5%+1.9pp | 77.1%-1.7pp | 69.6%+5.8pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,759 | $1,945-9.5% | $2,541-30.8% | $2,471-28.8% |
| Participant deferral / active EE | $3,515 | $3,440+2.2% | $4,167-15.6% | $3,740-6.0% |
| Admin fee / account holder | $11,934 | $5,622+112.3% | $6,795+75.6% | $5,306+124.9% |