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 | $103,447 | $118,450-12.7% | $98,439+5.1% | $139,434-25.8% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 18.56% | 18.94%-0.4pp | 21.16%-2.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,740 | $3,609+31.3% | $3,048+55.5% | $4,751-0.2% |
| Participant deferral / active EE | $11,285 | $5,392+109.3% | $4,738+138.2% | $6,710+68.2% |
| Admin fee / account holder | $10,388 | $14,026-25.9% | $8,948+16.1% | $11,403-8.9% |