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 | $127,603 | $115,882+10.1% | $100,516+26.9% | $158,922-19.7% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.3pp | 82.0%+13.7pp |
| Annual return | 16.43% | 34.79%-18.4pp | 30.89%-14.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $4,381 | $4,103+6.8% | $3,418+28.2% | $4,761-8.0% |
| Participant deferral / active EE | $9,690 | $6,674+45.2% | $6,270+54.5% | $5,982+62.0% |
| Admin fee / account holder | $1,022 | $10,995-90.7% | $8,081-87.4% | $11,246-90.9% |