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 | $103,210 | $165,335-37.6% | $149,696-31.1% | $158,922-35.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.80% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $9,111 | $5,103+78.6% | $4,644+96.2% | $4,761+91.4% |
| Participant deferral / active EE | $13,902 | $7,181+93.6% | $6,842+103.2% | $5,982+132.4% |
| Admin fee / account holder | $1,809 | $10,807-83.3% | $9,309-80.6% | $11,246-83.9% |