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 | $111,479 | $105,931+5.2% | $81,930+36.1% | $158,922-29.9% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 9.76% | 38.17%-28.4pp | 29.49%-19.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,546 | $7,800-80.2% | $4,310-64.1% | $4,761-67.5% |
| Participant deferral / active EE | $4,531 | $13,003-65.2% | $7,107-36.2% | $5,982-24.3% |
| Admin fee / account holder | $20,177 | $8,489+137.7% | $5,158+291.2% | $11,246+79.4% |