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 | $222,348 | $135,952+63.5% | $123,892+79.5% | $273,961-18.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.39% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,294 | $5,170-16.9% | $4,617-7.0% | $4,869-11.8% |
| Participant deferral / active EE | $9,003 | $6,343+41.9% | $5,984+50.4% | $5,287+70.3% |
| Admin fee / account holder | $7,766 | $9,817-20.9% | $8,357-7.1% | $10,132-23.4% |