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 | $84,031 | $91,037-7.7% | $71,671+17.2% | $147,584-43.1% |
| Participation rate | 72.2% | 76.1%-3.9pp | 68.7%+3.5pp | 82.8%-10.6pp |
| Annual return | 18.66% | 20.48%-1.8pp | 20.65%-2.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,231 | $3,327-32.9% | $2,460-9.3% | $4,876-54.2% |
| Participant deferral / active EE | $3,496 | $4,498-22.3% | $3,438+1.7% | $5,439-35.7% |
| Admin fee / account holder | $4,357 | $8,613-49.4% | $5,558-21.6% | $10,885-60.0% |