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 | $111,739 | $91,037+22.7% | $71,671+55.9% | $147,584-24.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 68.7%+4.9pp | 82.8%-9.1pp |
| Annual return | 15.18% | 20.48%-5.3pp | 20.65%-5.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,088 | $3,327-37.2% | $2,460-15.1% | $4,876-57.2% |
| Participant deferral / active EE | $4,826 | $4,498+7.3% | $3,438+40.4% | $5,439-11.3% |
| Admin fee / account holder | $2,922 | $8,613-66.1% | $5,558-47.4% | $10,885-73.2% |