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 | $162,413 | $117,841+37.8% | $102,423+58.6% | $145,922+11.3% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 10.36% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,041 | $3,615-43.6% | $3,023-32.5% | $4,660-56.2% |
| Participant deferral / active EE | $7,929 | $5,731+38.4% | $5,053+56.9% | $6,688+18.6% |
| Admin fee / account holder | $2,574 | $13,326-80.7% | $9,451-72.8% | $13,397-80.8% |