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 | $108,545 | $183,519-40.9% | $155,509-30.2% | $145,922-25.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 12.31% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,601 | $5,313-51.1% | $4,672-44.3% | $4,660-44.2% |
| Participant deferral / active EE | $5,327 | $6,462-17.6% | $5,626-5.3% | $6,688-20.3% |
| Admin fee / account holder | $934 | $19,313-95.2% | $15,912-94.1% | $13,397-93.0% |