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 | $105,625 | $183,592-42.5% | $155,567-32.1% | $145,959-27.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.42% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,663 | $5,315-68.7% | $4,674-64.4% | $4,661-64.3% |
| Participant deferral / active EE | $8,185 | $6,464+26.6% | $5,628+45.4% | $6,689+22.4% |
| Admin fee / account holder | $837 | $19,318-95.7% | $15,916-94.7% | $13,398-93.8% |