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 | $104,280 | $117,381-11.2% | $99,443+4.9% | $152,861-31.8% |
| Participation rate | 76.9% | 77.5%-0.6pp | 73.8%+3.1pp | 82.4%-5.5pp |
| Annual return | 21.53% | 31.87%-10.3pp | 30.72%-9.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,063 | $3,013-31.5% | $2,540-18.8% | $4,762-56.7% |
| Participant deferral / active EE | $2,717 | $4,086-33.5% | $3,619-24.9% | $5,850-53.6% |
| Admin fee / account holder | $1,812 | $7,631-76.2% | $6,250-71.0% | $11,596-84.4% |