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 | $209,334 | $201,272+4.0% | $184,203+13.6% | $145,922+43.5% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 9.69% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,940 | $7,022-15.4% | $6,427-7.6% | $4,660+27.5% |
| Participant deferral / active EE | $10,417 | $9,806+6.2% | $9,131+14.1% | $6,688+55.8% |
| Admin fee / account holder | $6,929 | $16,364-57.7% | $13,901-50.2% | $13,397-48.3% |