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 | $110,996 | $105,859+4.9% | $90,160+23.1% | $147,584-24.8% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 16.60% | 37.63%-21.0pp | 34.88%-18.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,457 | $4,126-40.4% | $3,318-25.9% | $4,876-49.6% |
| Participant deferral / active EE | $8,301 | $5,733+44.8% | $5,288+57.0% | $5,439+52.6% |
| Admin fee / account holder | $943 | $8,046-88.3% | $5,943-84.1% | $10,885-91.3% |