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 | $102,849 | $93,571+9.9% | $135,903-24.3% | $75,163+36.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 19.57% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,836 | $3,537-19.8% | $4,856-41.6% | $2,670+6.2% |
| Participant deferral / active EE | $8,561 | $6,404+33.7% | $7,758+10.4% | $4,125+107.5% |
| Admin fee / account holder | $6,992 | $6,975+0.2% | $10,762-35.0% | $5,651+23.7% |