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 | $138,144 | $135,952+1.6% | $123,892+11.5% | $273,961-49.6% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 4.69% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,664 | $5,170-48.5% | $4,617-42.3% | $4,869-45.3% |
| Participant deferral / active EE | $10,236 | $6,343+61.4% | $5,984+71.1% | $5,287+93.6% |
| Admin fee / account holder | $11,900 | $9,817+21.2% | $8,357+42.4% | $10,132+17.5% |