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 | $116,231 | $86,286+34.7% | $111,297+4.4% | $85,850+35.4% |
| Participation rate | 86.2% | 73.3%+12.9pp | 77.3%+8.9pp | 69.3%+16.9pp |
| Annual return | 12.11% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $997 | $2,043-51.2% | $2,731-63.5% | $2,565-61.1% |
| Participant deferral / active EE | $6,651 | $3,641+82.7% | $4,487+48.2% | $3,952+68.3% |
| Admin fee / account holder | $18,532 | $8,188+126.3% | $7,964+132.7% | $6,260+196.0% |