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 | $111,987 | $104,251+7.4% | $91,001+23.1% | $147,584-24.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 13.14% | 27.06%-13.9pp | 4.60%+8.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,950 | $3,116-37.4% | $2,456-20.6% | $4,876-60.0% |
| Participant deferral / active EE | $7,177 | $4,195+71.1% | $3,547+102.3% | $5,439+32.0% |
| Admin fee / account holder | $502 | $8,948-94.4% | $5,417-90.7% | $10,885-95.4% |