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 | $113,777 | $104,974+8.4% | $95,585+19.0% | $142,382-20.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 18.64% | 210.33%-191.7pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,042 | $2,779+9.5% | $2,527+20.4% | $4,299-29.2% |
| Participant deferral / active EE | $5,219 | $4,352+19.9% | $4,023+29.8% | $6,507-19.8% |
| Admin fee / account holder | $486 | $6,386-92.4% | $6,127-92.1% | $12,624-96.1% |