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 | $194,735 | $167,307+16.4% | $143,757+35.5% | $134,475+44.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -12.95% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,884 | $5,619-48.7% | $4,951-41.7% | $4,740-39.1% |
| Participant deferral / active EE | $8,797 | $6,446+36.5% | $5,637+56.1% | $6,400+37.5% |
| Admin fee / account holder | $2,024 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |