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 | $110,767 | $127,777-13.3% | $106,548+4.0% | $167,490-33.9% |
| Participation rate | 81.8% | 78.3%+3.5pp | 76.1%+5.7pp | 82.1%-0.3pp |
| Annual return | 11.73% | 33.87%-22.1pp | 26.80%-15.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,036 | $3,427+17.8% | $2,819+43.2% | $4,837-16.6% |
| Participant deferral / active EE | $10,216 | $5,087+100.8% | $4,398+132.3% | $6,341+61.1% |
| Admin fee / account holder | $14,987 | $11,228+33.5% | $7,407+102.3% | $12,309+21.8% |