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 | $119,654 | $103,376+15.7% | $87,100+37.4% | $152,861-21.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 26.24% | 28.10%-1.9pp | 28.19%-1.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,443 | $3,220-55.2% | $2,521-42.8% | $4,762-69.7% |
| Participant deferral / active EE | $8,326 | $4,778+74.3% | $4,049+105.7% | $5,850+42.3% |
| Admin fee / account holder | $853 | $12,205-93.0% | $7,497-88.6% | $11,596-92.6% |