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 | $157,068 | $181,894-13.6% | $156,549+0.3% | $273,961-42.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.57% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,192 | $6,248-48.9% | $5,501-42.0% | $4,869-34.4% |
| Participant deferral / active EE | $9,136 | $5,550+64.6% | $4,871+87.6% | $5,287+72.8% |
| Admin fee / account holder | $20,092 | $15,559+29.1% | $13,027+54.2% | $10,132+98.3% |