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 | $212,084 | $201,272+5.4% | $184,203+15.1% | $145,922+45.3% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 22.08% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $4,349 | $7,022-38.1% | $6,427-32.3% | $4,660-6.7% |
| Participant deferral / active EE | $10,398 | $9,806+6.0% | $9,131+13.9% | $6,688+55.5% |
| Admin fee / account holder | $482 | $16,364-97.1% | $13,901-96.5% | $13,397-96.4% |