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 | $108,385 | $103,376+4.8% | $87,100+24.4% | $152,861-29.1% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 23.55% | 28.10%-4.6pp | 28.19%-4.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,265 | $3,220-29.7% | $2,521-10.2% | $4,762-52.4% |
| Participant deferral / active EE | $7,464 | $4,778+56.2% | $4,049+84.4% | $5,850+27.6% |
| Admin fee / account holder | $9,557 | $12,205-21.7% | $7,497+27.5% | $11,596-17.6% |