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 | $108,237 | $106,515+1.6% | $96,683+12.0% | $139,434-22.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.49% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $6,884 | $4,103+67.8% | $3,737+84.2% | $4,751+44.9% |
| Participant deferral / active EE | $3,842 | $5,454-29.6% | $4,878-21.2% | $6,710-42.7% |
| Admin fee / account holder | $4,561 | $7,877-42.1% | $6,730-32.2% | $11,403-60.0% |