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 | $122,998 | $79,944+53.9% | $98,439+24.9% | $75,163+63.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.2%-2.0pp | 67.2%+6.0pp |
| Annual return | 13.71% | 19.75%-6.0pp | 21.16%-7.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $976 | $2,264-56.9% | $3,048-68.0% | $2,670-63.5% |
| Participant deferral / active EE | $1,796 | $3,752-52.1% | $4,738-62.1% | $4,125-56.5% |
| Admin fee / account holder | $3,371 | $6,840-50.7% | $8,948-62.3% | $5,651-40.3% |