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 | $117,183 | $105,181+11.4% | $159,436-26.5% | $85,850+36.5% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 14.65% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,968 | $3,318-10.5% | $4,829-38.5% | $2,565+15.7% |
| Participant deferral / active EE | $5,766 | $5,945-3.0% | $7,352-21.6% | $3,952+45.9% |
| Admin fee / account holder | $503 | $6,933-92.7% | $10,799-95.3% | $6,260-92.0% |