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 | $208,588 | $201,272+3.6% | $184,203+13.2% | $145,922+42.9% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 11.86% | 29.00%-17.1pp | 28.81%-17.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,738 | $7,022-75.2% | $6,427-73.0% | $4,660-62.7% |
| Participant deferral / active EE | $8,092 | $9,806-17.5% | $9,131-11.4% | $6,688+21.0% |
| Admin fee / account holder | $3,153 | $16,364-80.7% | $13,901-77.3% | $13,397-76.5% |