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 | $89,239 | $201,272-55.7% | $184,203-51.6% | $145,922-38.8% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 11.99% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,684 | $7,022-61.8% | $6,427-58.2% | $4,660-42.4% |
| Participant deferral / active EE | $8,372 | $9,806-14.6% | $9,131-8.3% | $6,688+25.2% |
| Admin fee / account holder | $1,407 | $16,364-91.4% | $13,901-89.9% | $13,397-89.5% |