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 | $116,581 | $104,251+11.8% | $91,001+28.1% | $147,584-21.0% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 12.81% | 27.06%-14.3pp | 4.60%+8.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $570 | $3,116-81.7% | $2,456-76.8% | $4,876-88.3% |
| Participant deferral / active EE | $3,992 | $4,195-4.8% | $3,547+12.5% | $5,439-26.6% |
| Admin fee / account holder | $505 | $8,948-94.4% | $5,417-90.7% | $10,885-95.4% |