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 | $110,500 | $135,952-18.7% | $123,892-10.8% | $273,961-59.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $8,633 | $5,170+67.0% | $4,617+87.0% | $4,869+77.3% |
| Participant deferral / active EE | $7,825 | $6,343+23.4% | $5,984+30.8% | $5,287+48.0% |
| Admin fee / account holder | $14,408 | $9,817+46.8% | $8,357+72.4% | $10,132+42.2% |