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 | $89,499 | $65,409+36.8% | $98,442-9.1% | $85,850+4.3% |
| Participation rate | 73.4% | 65.0%+8.4pp | 73.3%+0.1pp | 69.3%+4.1pp |
| Annual return | 16.13% | 21.76%-5.6pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,480 | $2,168+14.4% | $2,960-16.2% | $2,565-3.3% |
| Participant deferral / active EE | $1,842 | $3,166-41.8% | $4,276-56.9% | $3,952-53.4% |
| Admin fee / account holder | $1,746 | $4,593-62.0% | $5,949-70.6% | $6,260-72.1% |