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 | $110,763 | $176,056-37.1% | $159,436-30.5% | $167,490-33.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.67% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,688 | $5,297-49.3% | $4,829-44.3% | $4,837-44.4% |
| Participant deferral / active EE | $10,319 | $7,750+33.1% | $7,352+40.4% | $6,341+62.7% |
| Admin fee / account holder | $1,529 | $12,554-87.8% | $10,799-85.8% | $12,309-87.6% |