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 | $97,624 | $58,512+66.8% | $84,015+16.2% | $72,985+33.8% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 17.73% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $840 | $1,163-27.8% | $1,983-57.7% | $2,440-65.6% |
| Participant deferral / active EE | $1,674 | $2,394-30.1% | $3,239-48.3% | $3,607-53.6% |
| Admin fee / account holder | $1,452 | $4,569-68.2% | $6,101-76.2% | $5,124-71.7% |