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 | $116,899 | $127,065-8.0% | $113,168+3.3% | $142,382-17.9% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 14.62% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,425 | $3,442-29.5% | $2,975-18.5% | $4,299-43.6% |
| Participant deferral / active EE | $9,409 | $5,716+64.6% | $5,107+84.3% | $6,507+44.6% |
| Admin fee / account holder | $25,065 | $15,736+59.3% | $12,068+107.7% | $12,624+98.6% |