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 | $80,708 | $180,028-55.2% | $138,135-41.6% | $158,922-49.2% |
| Participation rate | 91.7% | 82.2%+9.4pp | 78.7%+13.0pp | 82.0%+9.7pp |
| Annual return | 15.13% | 21.68%-6.6pp | 20.51%-5.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,286 | $7,470-56.0% | $5,587-41.2% | $4,761-31.0% |
| Participant deferral / active EE | $8,091 | $7,717+4.8% | $6,431+25.8% | $5,982+35.2% |
| Admin fee / account holder | $10,809 | $17,912-39.7% | $11,856-8.8% | $11,246-3.9% |