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 | $230,018 | $127,065+81.0% | $113,168+103.3% | $142,382+61.5% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 14.17% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $837 | $3,442-75.7% | $2,975-71.9% | $4,299-80.5% |
| Participant deferral / active EE | $4,225 | $5,716-26.1% | $5,107-17.3% | $6,507-35.1% |
| Admin fee / account holder | $22,272 | $15,736+41.5% | $12,068+84.6% | $12,624+76.4% |