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 | $74,051 | $109,881-32.6% | $150,045-50.6% | $84,808-12.7% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 21.08% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,481 | $3,561-30.3% | $4,693-47.1% | $2,631-5.7% |
| Participant deferral / active EE | $5,380 | $6,636-18.9% | $7,997-32.7% | $4,212+27.7% |
| Admin fee / account holder | $797 | $8,568-90.7% | $13,435-94.1% | $7,344-89.2% |