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 | $205,103 | $95,416+115.0% | $185,823+10.4% | $85,850+138.9% |
| Participation rate | 73.1% | 68.8%+4.3pp | 81.7%-8.6pp | 69.3%+3.8pp |
| Annual return | 19.09% | 23.59%-4.5pp | 122.05%-103.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $420 | $3,314-87.3% | $5,167-91.9% | $2,565-83.6% |
| Participant deferral / active EE | $2,346 | $3,423-31.5% | $5,568-57.9% | $3,952-40.6% |
| Admin fee / account holder | $8,306 | $7,213+15.2% | $16,237-48.8% | $6,260+32.7% |