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 | $97,132 | $100,773-3.6% | $88,946+9.2% | $142,382-31.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.32% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,484 | $2,918+53.7% | $2,555+75.5% | $4,299+4.3% |
| Participant deferral / active EE | $9,915 | $5,230+89.6% | $4,581+116.4% | $6,507+52.4% |
| Admin fee / account holder | $16,254 | $9,693+67.7% | $8,261+96.8% | $12,624+28.8% |