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 | $58,445 | $63,861-8.5% | $104,607-44.1% | $79,858-26.8% |
| Participation rate | 72.7% | 64.9%+7.8pp | 74.1%-1.4pp | 69.6%+3.1pp |
| Annual return | 10.47% | 21.30%-10.8pp | 340.46%-330.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,893 | $1,588+19.2% | $2,681-29.4% | $2,471-23.4% |
| Participant deferral / active EE | $3,724 | $2,693+38.3% | $3,740-0.4% | $3,740-0.4% |
| Admin fee / account holder | $12,719 | $4,185+203.9% | $6,473+96.5% | $5,306+139.7% |