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 | $108,225 | $109,413-1.1% | $156,263-30.7% | $84,808+27.6% |
| Participation rate | 70.7% | 72.7%-2.0pp | 78.9%-8.2pp | 68.3%+2.4pp |
| Annual return | 16.00% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,270 | $2,907+46.9% | $4,333-1.5% | $2,631+62.3% |
| Participant deferral / active EE | $7,524 | $4,590+63.9% | $6,158+22.2% | $4,212+78.6% |
| Admin fee / account holder | $13,722 | $9,357+46.6% | $14,255-3.7% | $7,344+86.8% |