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 5-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 | $106,403 | $179,726-40.8% | $156,263-31.9% | $142,382-25.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 21.32% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,870 | $5,069+35.5% | $4,333+58.6% | $4,299+59.8% |
| Participant deferral / active EE | $6,726 | $6,956-3.3% | $6,158+9.2% | $6,507+3.4% |
| Admin fee / account holder | $324 | $17,272-98.1% | $14,255-97.7% | $12,624-97.4% |