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 | $110,067 | $162,781-32.4% | $133,956-17.8% | $158,922-30.7% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 12.49% | 41.94%-29.5pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,493 | $4,975-49.9% | $3,919-36.4% | $4,761-47.6% |
| Participant deferral / active EE | $4,730 | $5,911-20.0% | $5,048-6.3% | $5,982-20.9% |
| Admin fee / account holder | $2,163 | $11,736-81.6% | $8,927-75.8% | $11,246-80.8% |