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 | $180,889 | $197,591-8.5% | $177,821+1.7% | $158,922+13.8% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 14.92% | 58.76%-43.8pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,843 | $6,697-57.5% | $5,918-52.0% | $4,761-40.3% |
| Participant deferral / active EE | $5,519 | $8,405-34.3% | $7,714-28.5% | $5,982-7.7% |
| Admin fee / account holder | $895 | $15,399-94.2% | $12,427-92.8% | $11,246-92.0% |