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 | $102,719 | $116,175-11.6% | $93,606+9.7% | $152,861-32.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 24.08% | 35.96%-11.9pp | 32.76%-8.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $4,065 | $3,218+26.3% | $2,718+49.6% | $4,762-14.6% |
| Participant deferral / active EE | $12,076 | $4,603+162.3% | $4,069+196.8% | $5,850+106.4% |
| Admin fee / account holder | $886 | $10,748-91.8% | $7,888-88.8% | $11,596-92.4% |