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 | $109,498 | $177,572-38.3% | $154,803-29.3% | $142,382-23.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.39% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,486 | $4,810-48.3% | $4,305-42.3% | $4,299-42.2% |
| Participant deferral / active EE | $4,918 | $6,272-21.6% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $28,061 | $16,786+67.2% | $14,329+95.8% | $12,624+122.3% |