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 | $140,020 | $114,381+22.4% | $107,525+30.2% | $142,382-1.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 15.46% | 242.71%-227.2pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,706 | $4,015-57.5% | $3,754-54.5% | $4,299-60.3% |
| Participant deferral / active EE | $6,460 | $5,564+16.1% | $5,116+26.3% | $6,507-0.7% |
| Admin fee / account holder | $330 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |