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 | $112,511 | $202,432-44.4% | $169,368-33.6% | $139,434-19.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 15.26% | 531.74%-516.5pp | 405.60%-390.3pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,808 | $4,692-40.2% | $4,013-30.0% | $4,751-40.9% |
| Participant deferral / active EE | $8,148 | $6,938+17.4% | $6,221+31.0% | $6,710+21.4% |
| Admin fee / account holder | $109,569 | $10,708+923.2% | $9,003+1117.0% | $11,403+860.9% |