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 | $112,442 | $133,958-16.1% | $112,228+0.2% | $134,475-16.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | 4.03% | 47.11%-43.1pp | 27.45%-23.4pp | 417.96%-413.9pp |
| Employer contribution / active EE | $2,600 | $4,038-35.6% | $3,635-28.5% | $4,740-45.2% |
| Participant deferral / active EE | $6,532 | $5,291+23.5% | $4,728+38.2% | $6,400+2.1% |
| Admin fee / account holder | $10,149 | $7,489+35.5% | $6,410+58.3% | $11,426-11.2% |